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Total Return Securities (SWZ) Competitors

Total Return Securities logo
$6.09 0.00 (0.00%)
Closing price 08/15/2025 03:50 PM Eastern
Extended Trading
$6.07 -0.02 (-0.33%)
As of 08/15/2025 06:20 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

SWZ vs. MIN, TWN, MHN, NCA, DSM, MXF, TDF, MMT, IIF, and MFM

Should you be buying Total Return Securities stock or one of its competitors? The main competitors of Total Return Securities include MFS Intermediate Income Trust (MIN), Taiwan Fund (TWN), BlackRock MuniHoldings New York Quality Fund (MHN), Nuveen California Municipal Va (NCA), BNY Mellon Strategic Municipal Bond Fund (DSM), Mexico Fund (MXF), Templeton Dragon Fund (TDF), MFS Multimarket Income Trust (MMT), Morgan Stanley India Investment Fund (IIF), and Mfs Muni Inc Tr (MFM). These companies are all part of the "financial services" industry.

Total Return Securities vs. Its Competitors

Total Return Securities (NYSE:SWZ) and MFS Intermediate Income Trust (NYSE:MIN) are both small-cap finance companies, but which is the superior business? We will compare the two companies based on the strength of their dividends, analyst recommendations, institutional ownership, risk, media sentiment, profitability, earnings and valuation.

Total Return Securities has a beta of 0.76, meaning that its share price is 24% less volatile than the S&P 500. Comparatively, MFS Intermediate Income Trust has a beta of 0.27, meaning that its share price is 73% less volatile than the S&P 500.

41.1% of Total Return Securities shares are owned by institutional investors. Comparatively, 50.9% of MFS Intermediate Income Trust shares are owned by institutional investors. 0.0% of Total Return Securities shares are owned by company insiders. Comparatively, 0.0% of MFS Intermediate Income Trust shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

Total Return Securities pays an annual dividend of $0.42 per share and has a dividend yield of 6.9%. MFS Intermediate Income Trust pays an annual dividend of $0.21 per share and has a dividend yield of 7.8%.

Company Net Margins Return on Equity Return on Assets
Total Return SecuritiesN/A N/A N/A
MFS Intermediate Income Trust N/A N/A N/A

MFS Intermediate Income Trust has lower revenue, but higher earnings than Total Return Securities.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Total Return Securities$3.34M23.69-$3.74MN/AN/A
MFS Intermediate Income TrustN/AN/AN/AN/AN/A

In the previous week, MFS Intermediate Income Trust had 1 more articles in the media than Total Return Securities. MarketBeat recorded 1 mentions for MFS Intermediate Income Trust and 0 mentions for Total Return Securities. MFS Intermediate Income Trust's average media sentiment score of 1.75 beat Total Return Securities' score of 0.00 indicating that MFS Intermediate Income Trust is being referred to more favorably in the news media.

Company Overall Sentiment
Total Return Securities Neutral
MFS Intermediate Income Trust Very Positive

Summary

MFS Intermediate Income Trust beats Total Return Securities on 4 of the 7 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding SWZ and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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SWZ vs. The Competition

MetricTotal Return SecuritiesFIN IndustryFinance SectorNYSE Exchange
Market Cap$79.11M$3.93B$12.33B$20.90B
Dividend Yield6.91%6.43%5.56%3.59%
P/E RatioN/AN/A19.5628.12
Price / Sales23.6926.3025.8858.68
Price / CashN/A17.8218.7617.81
Price / Book0.681.132.254.56
Net Income-$3.74M$161.89M$1.01B$993.62M
7 Day Performance-0.33%0.59%1.20%2.09%
1 Month Performance-2.25%1.99%0.94%1.14%
1 Year Performance-29.27%1.67%543.39%13.44%

Total Return Securities Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SWZ
Total Return Securities
1.2935 of 5 stars
$6.09
flat
N/A-29.3%$79.11M$3.34M0.00N/A
MIN
MFS Intermediate Income Trust
N/A$2.69
-1.3%
N/A-1.1%$309.53MN/A0.00N/APositive News
TWN
Taiwan Fund
N/A$48.00
+0.9%
N/A+14.0%$304.16MN/A0.00N/A
MHN
BlackRock MuniHoldings New York Quality Fund
N/A$9.72
-0.1%
N/A-10.3%$293.95MN/A0.00N/AEx-Dividend
NCA
Nuveen California Municipal Va
N/A$8.62
+0.1%
N/A-5.3%$285.06MN/A0.00N/APositive News
Ex-Dividend
DSM
BNY Mellon Strategic Municipal Bond Fund
N/A$5.64
flat
N/A-8.6%$278.78MN/A0.0020,786News Coverage
Positive News
MXF
Mexico Fund
N/A$18.01
-0.6%
N/A+13.8%$265.14MN/A0.00N/AShort Interest ↑
TDF
Templeton Dragon Fund
N/A$10.28
-0.1%
N/A+32.7%$260.88MN/A0.00147,000Positive News
Short Interest ↑
MMT
MFS Multimarket Income Trust
N/A$4.69
-0.2%
N/A-0.8%$259.92MN/A0.00N/ANews Coverage
Positive News
Short Interest ↓
IIF
Morgan Stanley India Investment Fund
N/A$26.80
+0.3%
N/A0.0%$255.48MN/A0.00N/AShort Interest ↑
MFM
Mfs Muni Inc Tr
N/A$5.14
-0.3%
N/A-8.1%$252.45MN/A0.00281Short Interest ↑

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This page (NYSE:SWZ) was last updated on 8/18/2025 by MarketBeat.com Staff
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