Do analysts rate BDCI or SWZ?

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score BTC Development 1 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 1.00 Total Return Securities 0 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 0.00

Which has higher earnings & valuation, BDCI or SWZ?

BTC Development has higher earnings, but lower revenue than Total Return Securities. Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio BTC Development N/A N/A $1.87M $0.25 40.36 Total Return Securities $3.34M 23.09 -$3.74M N/A N/A

Is BDCI or SWZ more profitable?

Company Net Margins Return on Equity Return on Assets BTC Development N/A N/A N/A Total Return Securities N/A N/A N/A

Which has preferable valuation & earnings, EMD or SWZ?

Western Asset Emerging Markets Debt Fund has higher revenue and earnings than Total Return Securities. Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Western Asset Emerging Markets Debt Fund $102.50M 2.96 N/A N/A N/A Total Return Securities $3.34M 23.09 -$3.74M N/A N/A

Is EMD or SWZ more profitable?

Company Net Margins Return on Equity Return on Assets Western Asset Emerging Markets Debt Fund N/A N/A N/A Total Return Securities N/A N/A N/A

Which has better earnings & valuation, SWZ or NCA?

Nuveen California Municipal Va has lower revenue, but higher earnings than Total Return Securities. Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Total Return Securities $3.34M 23.09 -$3.74M N/A N/A Nuveen California Municipal Va N/A N/A N/A N/A N/A

Is SWZ or NCA more profitable?

Company Net Margins Return on Equity Return on Assets Total Return Securities N/A N/A N/A Nuveen California Municipal Va N/A N/A N/A

Do analysts prefer SWZ or GSRF?

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Total Return Securities 0 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 0.00 GSR IV Acquisition 1 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 1.00

Which has higher earnings and valuation, SWZ or GSRF?

GSR IV Acquisition has lower revenue, but higher earnings than Total Return Securities. Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Total Return Securities $3.34M 23.09 -$3.74M N/A N/A GSR IV Acquisition N/A N/A N/A N/A N/A

Is SWZ or GSRF more profitable?

Company Net Margins Return on Equity Return on Assets Total Return Securities N/A N/A N/A GSR IV Acquisition N/A N/A N/A

Do analysts recommend HRZN or SWZ?

Horizon Technology Finance presently has a consensus target price of $5.65, indicating a potential upside of 23.36%. Given Horizon Technology Finance's stronger consensus rating and higher probable upside, analysts clearly believe Horizon Technology Finance is more favorable than Total Return Securities. Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Horizon Technology Finance 1 Sell rating(s) 5 Hold rating(s) 1 Buy rating(s) 0 Strong Buy rating(s) 2.00 Total Return Securities 0 Sell rating(s) 0 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 0.00

Which has higher earnings & valuation, HRZN or SWZ?

Horizon Technology Finance has higher revenue and earnings than Total Return Securities. Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Horizon Technology Finance $96.02M 3.20 -$2.66M $0.36 12.72 Total Return Securities $3.34M 23.09 -$3.74M N/A N/A

Total Return Securities (SWZ) Competitors

$5.94 +0.01 (+0.08%)

Closing price 08/6/2026 03:58 PM Eastern

Extended Trading

$6.01 +0.07 (+1.16%)

As of 08/6/2026 04:48 PM Eastern

Compare

SWZ vs. BDCI, EMD, NCA, GSRF, and HRZN

Should you buy Total Return Securities stock or one of its competitors? MarketBeat compares Total Return Securities with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Total Return Securities include BTC Development (BDCI), Western Asset Emerging Markets Debt Fund (EMD), Nuveen California Municipal Va (NCA), GSR IV Acquisition (GSRF), and Horizon Technology Finance (HRZN). These companies are all part of the "capital markets" industry.

How does Total Return Securities compare to BTC Development?

BTC Development (NASDAQ:BDCI) and Total Return Securities (NYSE:SWZ) are both small-cap finance companies, but which is the superior investment? We will contrast the two businesses based on the strength of their profitability, media sentiment, risk, institutional ownership, valuation, dividends, earnings and analyst recommendations.

In the previous week, BTC Development's average media sentiment score of 1.67 beat Total Return Securities' score of 0.00 indicating that BTC Development is being referred to more favorably in the media.

Company	Overall Sentiment
BTC Development	Very Positive
Total Return Securities	Neutral

BTC Development has higher earnings, but lower revenue than Total Return Securities.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
BTC Development	N/A	N/A	$1.87M	$0.25	40.36
Total Return Securities	$3.34M	23.09	-$3.74M	N/A	N/A

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
BTC Development	1 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	1.00
Total Return Securities	0 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	0.00

41.1% of Total Return Securities shares are held by institutional investors. 0.0% of Total Return Securities shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Company	Net Margins	Return on Equity	Return on Assets
BTC Development	N/A	N/A	N/A
Total Return Securities	N/A	N/A	N/A

Summary

BTC Development and Total Return Securities tied by winning 3 of the 6 factors compared between the two stocks.

How does Total Return Securities compare to Western Asset Emerging Markets Debt Fund?

Western Asset Emerging Markets Debt Fund (NYSE:EMD) and Total Return Securities (NYSE:SWZ) are both small-cap finance companies, but which is the superior business? We will contrast the two companies based on the strength of their dividends, institutional ownership, media sentiment, valuation, earnings, analyst recommendations, risk and profitability.

Western Asset Emerging Markets Debt Fund has a beta of 0.64, meaning that its stock price is 36% less volatile than the broader market. Comparatively, Total Return Securities has a beta of 0.67, meaning that its stock price is 33% less volatile than the broader market.

33.0% of Western Asset Emerging Markets Debt Fund shares are owned by institutional investors. Comparatively, 41.1% of Total Return Securities shares are owned by institutional investors. 1.0% of Western Asset Emerging Markets Debt Fund shares are owned by company insiders. Comparatively, 0.0% of Total Return Securities shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Company	Net Margins	Return on Equity	Return on Assets
Western Asset Emerging Markets Debt Fund	N/A	N/A	N/A
Total Return Securities	N/A	N/A	N/A

In the previous week, Western Asset Emerging Markets Debt Fund had 6 more articles in the media than Total Return Securities. MarketBeat recorded 6 mentions for Western Asset Emerging Markets Debt Fund and 0 mentions for Total Return Securities. Western Asset Emerging Markets Debt Fund's average media sentiment score of 0.00 equaled Total Return Securities'average media sentiment score.

Company	Overall Sentiment
Western Asset Emerging Markets Debt Fund	Neutral
Total Return Securities	Neutral

Western Asset Emerging Markets Debt Fund has higher revenue and earnings than Total Return Securities.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Western Asset Emerging Markets Debt Fund	$102.50M	2.96	N/A	N/A	N/A
Total Return Securities	$3.34M	23.09	-$3.74M	N/A	N/A

Summary

Western Asset Emerging Markets Debt Fund and Total Return Securities tied by winning 3 of the 6 factors compared between the two stocks.

How does Total Return Securities compare to Nuveen California Municipal Va?

Total Return Securities (NYSE:SWZ) and Nuveen California Municipal Va (NYSE:NCA) are both small-cap finance companies, but which is the better investment? We will compare the two businesses based on the strength of their dividends, media sentiment, risk, analyst recommendations, institutional ownership, profitability, valuation and earnings.

Total Return Securities has a beta of 0.67, suggesting that its stock price is 33% less volatile than the broader market. Comparatively, Nuveen California Municipal Va has a beta of 0.38, suggesting that its stock price is 62% less volatile than the broader market.

Company	Net Margins	Return on Equity	Return on Assets
Total Return Securities	N/A	N/A	N/A
Nuveen California Municipal Va	N/A	N/A	N/A

Nuveen California Municipal Va has lower revenue, but higher earnings than Total Return Securities.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Total Return Securities	$3.34M	23.09	-$3.74M	N/A	N/A
Nuveen California Municipal Va	N/A	N/A	N/A	N/A	N/A

41.1% of Total Return Securities shares are owned by institutional investors. Comparatively, 21.5% of Nuveen California Municipal Va shares are owned by institutional investors. 0.0% of Total Return Securities shares are owned by company insiders. Comparatively, 1.0% of Nuveen California Municipal Va shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

In the previous week, Nuveen California Municipal Va had 1 more articles in the media than Total Return Securities. MarketBeat recorded 1 mentions for Nuveen California Municipal Va and 0 mentions for Total Return Securities. Nuveen California Municipal Va's average media sentiment score of 1.00 beat Total Return Securities' score of 0.00 indicating that Nuveen California Municipal Va is being referred to more favorably in the news media.

Company	Overall Sentiment
Total Return Securities	Neutral
Nuveen California Municipal Va	Positive

Summary

Total Return Securities and Nuveen California Municipal Va tied by winning 3 of the 6 factors compared between the two stocks.

How does Total Return Securities compare to GSR IV Acquisition?

Total Return Securities (NYSE:SWZ) and GSR IV Acquisition (NASDAQ:GSRF) are both small-cap finance companies, but which is the superior investment? We will contrast the two companies based on the strength of their dividends, risk, valuation, media sentiment, analyst recommendations, profitability, institutional ownership and earnings.

In the previous week, Total Return Securities' average media sentiment score of 0.00 equaled GSR IV Acquisition'saverage media sentiment score.

Company	Overall Sentiment
Total Return Securities	Neutral
GSR IV Acquisition	Neutral

41.1% of Total Return Securities shares are held by institutional investors. 0.0% of Total Return Securities shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Company	Net Margins	Return on Equity	Return on Assets
Total Return Securities	N/A	N/A	N/A
GSR IV Acquisition	N/A	N/A	N/A

GSR IV Acquisition has lower revenue, but higher earnings than Total Return Securities.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Total Return Securities	$3.34M	23.09	-$3.74M	N/A	N/A
GSR IV Acquisition	N/A	N/A	N/A	N/A	N/A

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Total Return Securities	0 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	0.00
GSR IV Acquisition	1 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	1.00

Summary

Total Return Securities beats GSR IV Acquisition on 3 of the 4 factors compared between the two stocks.

How does Total Return Securities compare to Horizon Technology Finance?

Horizon Technology Finance (NASDAQ:HRZN) and Total Return Securities (NYSE:SWZ) are both small-cap finance companies, but which is the better investment? We will contrast the two businesses based on the strength of their risk, profitability, media sentiment, valuation, dividends, earnings, institutional ownership and analyst recommendations.

4.9% of Horizon Technology Finance shares are owned by institutional investors. Comparatively, 41.1% of Total Return Securities shares are owned by institutional investors. 0.3% of Horizon Technology Finance shares are owned by company insiders. Comparatively, 0.0% of Total Return Securities shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

In the previous week, Horizon Technology Finance had 18 more articles in the media than Total Return Securities. MarketBeat recorded 18 mentions for Horizon Technology Finance and 0 mentions for Total Return Securities. Horizon Technology Finance's average media sentiment score of 0.46 beat Total Return Securities' score of 0.00 indicating that Horizon Technology Finance is being referred to more favorably in the media.

Company	Overall Sentiment
Horizon Technology Finance	Neutral
Total Return Securities	Neutral

Horizon Technology Finance has a beta of 0.98, indicating that its stock price is 2% less volatile than the broader market. Comparatively, Total Return Securities has a beta of 0.67, indicating that its stock price is 33% less volatile than the broader market.

Horizon Technology Finance presently has a consensus target price of $5.65, indicating a potential upside of 23.36%. Given Horizon Technology Finance's stronger consensus rating and higher probable upside, analysts clearly believe Horizon Technology Finance is more favorable than Total Return Securities.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Horizon Technology Finance	1 Sell rating(s)	5 Hold rating(s)	1 Buy rating(s)	0 Strong Buy rating(s)	2.00
Total Return Securities	0 Sell rating(s)	0 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	0.00

Horizon Technology Finance has a net margin of 5.27% compared to Total Return Securities' net margin of 0.00%. Horizon Technology Finance's return on equity of 11.15% beat Total Return Securities' return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Horizon Technology Finance	5.27%	11.15%	4.84%
Total Return Securities	N/A	N/A	N/A

Horizon Technology Finance has higher revenue and earnings than Total Return Securities.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Horizon Technology Finance	$96.02M	3.20	-$2.66M	$0.36	12.72
Total Return Securities	$3.34M	23.09	-$3.74M	N/A	N/A

Summary

Horizon Technology Finance beats Total Return Securities on 12 of the 14 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.

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.

SWZ vs. The Competition

Export

Metric	Total Return Securities	Capital Markets Industry	Finance Sector	NYSE Exchange
Market Cap	$77.04M	$5.60B	$14.07B	$24.13B
Dividend Yield	N/A	7.46%	5.91%	3.71%
P/E Ratio	N/A	38.23	29.31	30.01
Price / Sales	23.09	1,264.51	512.46	12.75
Price / Cash	N/A	48.28	39.25	33.25
Price / Book	0.66	3.75	3.72	6.84
Net Income	-$3.74M	$417.17M	$1.31B	$1.06B
7 Day Performance	0.68%	1.24%	1.16%	1.93%
1 Month Performance	-0.50%	0.00%	0.91%	1.64%
1 Year Performance	-3.66%	6.63%	13.24%	19.09%

Total Return Securities Competitors List

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Company	MarketRank	Share Price	Analysts' Price Target	1Y Price Performance	Market Cap	Revenue	P/E Ratio	Employee Count	Indicator(s)
SWZ Total Return Securities	N/A	$5.95 +0.1%	N/A	-3.2%	$77.04M	$3.34M	N/A	N/A	High Trading Volume
BDCI BTC Development	1.0106 of 5 stars	$10.09 flat	N/A	N/A	$306.20M	N/A	40.36	2	Positive News
EMD Western Asset Emerging Markets Debt Fund	N/A	$10.57 +0.4%	N/A	+4.3%	$302.73M	$102.50M	N/A	N/A	News Coverage Dividend Increase
NCA Nuveen California Municipal Va	N/A	$9.11 +0.5%	N/A	+5.3%	$301.58M	$11.40M	N/A	N/A	Positive News Dividend Announcement
GSRF GSR IV Acquisition	N/A	$10.17 +0.1%	N/A	N/A	$299.10M	N/A	N/A	4

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This page (NYSE:SWZ) was last updated on 8/7/2026 by MarketBeat.com Staff.

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Total Return Securities (SWZ) Competitors

SWZ vs. BDCI, EMD, NCA, GSRF, and HRZN

How does Total Return Securities compare to BTC Development?

Summary

How does Total Return Securities compare to Western Asset Emerging Markets Debt Fund?

Summary

How does Total Return Securities compare to Nuveen California Municipal Va?

Summary

How does Total Return Securities compare to GSR IV Acquisition?

Summary

How does Total Return Securities compare to Horizon Technology Finance?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

SWZ vs. The Competition

Total Return Securities Competitors List

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Stock Ideas and Recommendations

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Total Return Securities (SWZ) Competitors

SWZ vs. BDCI, EMD, NCA, GSRF, and HRZN

How does Total Return Securities compare to BTC Development?

Does the media prefer BDCI or SWZ?

Which has higher earnings & valuation, BDCI or SWZ?

Do analysts rate BDCI or SWZ?

Do insiders and institutionals have more ownership in BDCI or SWZ?

Is BDCI or SWZ more profitable?

Summary

How does Total Return Securities compare to Western Asset Emerging Markets Debt Fund?

Which has more volatility & risk, EMD or SWZ?

Do insiders & institutionals believe in EMD or SWZ?

Is EMD or SWZ more profitable?

Does the media prefer EMD or SWZ?

Which has preferable valuation & earnings, EMD or SWZ?

Summary

How does Total Return Securities compare to Nuveen California Municipal Va?

Which has more risk & volatility, SWZ or NCA?

Is SWZ or NCA more profitable?

Which has better earnings & valuation, SWZ or NCA?

Do institutionals and insiders hold more shares of SWZ or NCA?

Does the media refer more to SWZ or NCA?

Summary

How does Total Return Securities compare to GSR IV Acquisition?

Does the media favor SWZ or GSRF?

Do insiders & institutionals have more ownership in SWZ or GSRF?

Is SWZ or GSRF more profitable?

Which has higher earnings and valuation, SWZ or GSRF?

Do analysts prefer SWZ or GSRF?

Summary

How does Total Return Securities compare to Horizon Technology Finance?

Do insiders & institutionals have more ownership in HRZN or SWZ?

Does the media refer more to HRZN or SWZ?

Which has more risk and volatility, HRZN or SWZ?

Do analysts recommend HRZN or SWZ?

Is HRZN or SWZ more profitable?

Which has higher earnings & valuation, HRZN or SWZ?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

SWZ vs. The Competition

Total Return Securities Competitors List

Related Companies and Tools

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools