Which has higher 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 22.76 -$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

Which has better valuation and earnings, DSM or SWZ?

BNY Mellon Strategic Municipal Bond Fund has higher earnings, but lower revenue than Total Return Securities. Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio BNY Mellon Strategic Municipal Bond Fund -$4.57M -65.99 N/A N/A N/A Total Return Securities $3.34M 22.76 -$3.74M N/A N/A

Is DSM or SWZ more profitable?

Company Net Margins Return on Equity Return on Assets BNY Mellon Strategic Municipal Bond Fund N/A N/A N/A Total Return Securities N/A N/A N/A

Which has stronger earnings and valuation, SWZ or KF?

The Korea Fund 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 22.76 -$3.74M N/A N/A The Korea Fund N/A N/A N/A N/A N/A

Is SWZ or KF more profitable?

Company Net Margins Return on Equity Return on Assets Total Return Securities N/A N/A N/A The Korea Fund N/A N/A N/A

Does the media prefer SWZ or KF?

In the previous week, Total Return Securities had 2 more articles in the media than The Korea Fund. MarketBeat recorded 3 mentions for Total Return Securities and 1 mentions for The Korea Fund. Total Return Securities' average media sentiment score of 1.07 beat The Korea Fund's score of 1.00 indicating that Total Return Securities is being referred to more favorably in the media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Total Return Securities 0 Very Positive mention(s) 2 Positive mention(s) 0 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive The Korea Fund 1 Very Positive mention(s) 0 Positive mention(s) 0 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive

Which has higher earnings & valuation, TDF or SWZ?

Templeton Dragon Fund has higher revenue and earnings than Total Return Securities. Company Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio Templeton Dragon Fund $77.35M 3.54 N/A N/A N/A Total Return Securities $3.34M 22.76 -$3.74M N/A N/A

Is TDF or SWZ more profitable?

Company Net Margins Return on Equity Return on Assets Templeton Dragon Fund N/A N/A N/A Total Return Securities N/A N/A N/A

Which has higher earnings and valuation, SWZ or MIN?

MFS Intermediate Income Trust 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 22.76 -$3.74M N/A N/A MFS Intermediate Income Trust N/A N/A N/A N/A N/A

Is SWZ or MIN more profitable?

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

Total Return Securities (SWZ) Competitors

$5.86 -0.05 (-0.85%)

Closing price 06/5/2026 03:57 PM Eastern

Extended Trading

$5.84 -0.02 (-0.26%)

As of 06/5/2026 04:10 PM Eastern

Compare

SWZ vs. NCA, DSM, KF, TDF, and MIN

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 Nuveen California Municipal Va (NCA), BNY Mellon Strategic Municipal Bond Fund (DSM), The Korea Fund (KF), Templeton Dragon Fund (TDF), and MFS Intermediate Income Trust (MIN). These companies are all part of the "financial services" industry.

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 stock? We will compare the two companies based on the strength of their valuation, dividends, media sentiment, analyst recommendations, institutional ownership, earnings, risk and profitability.

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	22.76	-$3.74M	N/A	N/A
Nuveen California Municipal Va	N/A	N/A	N/A	N/A	N/A

In the previous week, Total Return Securities had 1 more articles in the media than Nuveen California Municipal Va. MarketBeat recorded 3 mentions for Total Return Securities and 2 mentions for Nuveen California Municipal Va. Total Return Securities' average media sentiment score of 1.07 beat Nuveen California Municipal Va's score of 0.91 indicating that Total Return Securities is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Total Return Securities	0 Very Positive mention(s)	2 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Nuveen California Municipal Va	0 Very Positive mention(s)	1 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

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

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 insiders. Comparatively, 1.0% of Nuveen California Municipal Va shares are owned by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Summary

Total Return Securities beats Nuveen California Municipal Va on 5 of the 6 factors compared between the two stocks.

How does Total Return Securities compare to BNY Mellon Strategic Municipal Bond Fund?

BNY Mellon Strategic Municipal Bond Fund (NYSE:DSM) and Total Return Securities (NYSE:SWZ) are both small-cap finance companies, but which is the superior business? We will compare the two companies based on the strength of their media sentiment, risk, institutional ownership, earnings, profitability, dividends, valuation and analyst recommendations.

BNY Mellon Strategic Municipal Bond Fund has higher earnings, but lower revenue than Total Return Securities.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
BNY Mellon Strategic Municipal Bond Fund	-$4.57M	-65.99	N/A	N/A	N/A
Total Return Securities	$3.34M	22.76	-$3.74M	N/A	N/A

In the previous week, Total Return Securities had 3 more articles in the media than BNY Mellon Strategic Municipal Bond Fund. MarketBeat recorded 3 mentions for Total Return Securities and 0 mentions for BNY Mellon Strategic Municipal Bond Fund. Total Return Securities' average media sentiment score of 1.07 beat BNY Mellon Strategic Municipal Bond Fund's score of 0.00 indicating that Total Return Securities is being referred to more favorably in the news media.

Company	Overall Sentiment
BNY Mellon Strategic Municipal Bond Fund	Neutral
Total Return Securities	Positive

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

Company	Net Margins	Return on Equity	Return on Assets
BNY Mellon Strategic Municipal Bond Fund	N/A	N/A	N/A
Total Return Securities	N/A	N/A	N/A

BNY Mellon Strategic Municipal Bond Fund has a beta of 0.71, meaning that its share price is 29% less volatile than the broader market. Comparatively, Total Return Securities has a beta of 0.67, meaning that its share price is 33% less volatile than the broader market.

Summary

Total Return Securities beats BNY Mellon Strategic Municipal Bond Fund on 6 of the 7 factors compared between the two stocks.

How does Total Return Securities compare to The Korea Fund?

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

In the previous week, Total Return Securities had 2 more articles in the media than The Korea Fund. MarketBeat recorded 3 mentions for Total Return Securities and 1 mentions for The Korea Fund. Total Return Securities' average media sentiment score of 1.07 beat The Korea Fund's score of 1.00 indicating that Total Return Securities is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Total Return Securities	0 Very Positive mention(s)	2 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
The Korea Fund	1 Very Positive mention(s)	0 Positive mention(s)	0 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

41.1% of Total Return Securities shares are owned by institutional investors. Comparatively, 70.0% of The Korea Fund shares are owned by institutional investors. 0.0% of Total Return Securities shares are owned by company insiders. Comparatively, 59.5% of The Korea Fund shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Total Return Securities has a beta of 0.67, meaning that its stock price is 33% less volatile than the broader market. Comparatively, The Korea Fund has a beta of 1.55, meaning that its stock price is 55% more volatile than the broader market.

The Korea Fund 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	22.76	-$3.74M	N/A	N/A
The Korea Fund	N/A	N/A	N/A	N/A	N/A

Company	Net Margins	Return on Equity	Return on Assets
Total Return Securities	N/A	N/A	N/A
The Korea Fund	N/A	N/A	N/A

Summary

Total Return Securities and The Korea Fund tied by winning 3 of the 6 factors compared between the two stocks.

How does Total Return Securities compare to Templeton Dragon Fund?

Templeton Dragon Fund (NYSE:TDF) and Total Return Securities (NYSE:SWZ) are both small-cap finance companies, but which is the better stock? We will contrast the two companies based on the strength of their dividends, analyst recommendations, institutional ownership, risk, valuation, earnings, profitability and media sentiment.

Company	Net Margins	Return on Equity	Return on Assets
Templeton Dragon Fund	N/A	N/A	N/A
Total Return Securities	N/A	N/A	N/A

47.2% of Templeton Dragon Fund shares are held by institutional investors. Comparatively, 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 hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

Templeton Dragon Fund has higher revenue and earnings than Total Return Securities.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Templeton Dragon Fund	$77.35M	3.54	N/A	N/A	N/A
Total Return Securities	$3.34M	22.76	-$3.74M	N/A	N/A

In the previous week, Total Return Securities had 3 more articles in the media than Templeton Dragon Fund. MarketBeat recorded 3 mentions for Total Return Securities and 0 mentions for Templeton Dragon Fund. Total Return Securities' average media sentiment score of 1.07 beat Templeton Dragon Fund's score of 0.00 indicating that Total Return Securities is being referred to more favorably in the news media.

Company	Overall Sentiment
Templeton Dragon Fund	Neutral
Total Return Securities	Positive

Templeton Dragon Fund has a beta of 0.4, suggesting that its stock price is 60% less volatile than the broader market. Comparatively, Total Return Securities has a beta of 0.67, suggesting that its stock price is 33% less volatile than the broader market.

Summary

Total Return Securities beats Templeton Dragon Fund on 5 of the 7 factors compared between the two stocks.

How does Total Return Securities compare to MFS Intermediate Income Trust?

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

MFS Intermediate Income Trust 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	22.76	-$3.74M	N/A	N/A
MFS Intermediate Income Trust	N/A	N/A	N/A	N/A	N/A

In the previous week, Total Return Securities had 2 more articles in the media than MFS Intermediate Income Trust. MarketBeat recorded 3 mentions for Total Return Securities and 1 mentions for MFS Intermediate Income Trust. Total Return Securities' average media sentiment score of 1.07 beat MFS Intermediate Income Trust's score of -2.00 indicating that Total Return Securities is being referred to more favorably in the media.

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

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

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

Total Return Securities has a beta of 0.67, meaning that its share price is 33% less volatile than the broader market. Comparatively, MFS Intermediate Income Trust has a beta of 0.27, meaning that its share price is 73% less volatile than the broader market.

Summary

Total Return Securities beats MFS Intermediate Income Trust on 5 of the 6 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	FIN Industry	Finance Sector	NYSE Exchange
Market Cap	$76.68M	$4.57B	$13.60B	$23.35B
Dividend Yield	N/A	6.93%	5.78%	4.08%
P/E Ratio	N/A	0.02	19.92	30.26
Price / Sales	22.76	25.05	134.73	13.22
Price / Cash	N/A	5.08	19.54	24.41
Price / Book	0.66	3.22	2.18	4.63
Net Income	-$3.74M	$388.27M	$1.13B	$1.07B
7 Day Performance	-2.58%	-1.52%	-0.30%	-1.66%
1 Month Performance	-3.62%	-1.72%	-0.88%	-1.68%
1 Year Performance	-7.06%	12.15%	10.51%	21.33%

Total Return Securities Competitors List

Export

Company	MarketRank	Share Price	Analysts' Price Target	1Y Price Performance	Market Cap	Revenue	P/E Ratio	Employee Count	Indicator(s)
SWZ Total Return Securities	2.1689 of 5 stars	$5.86 -0.8%	N/A	-7.4%	$76.68M	$3.34M	N/A	N/A	Positive News Short Interest Increase
NCA Nuveen California Municipal Va	N/A	$9.24 -0.5%	N/A	+8.7%	$306.07M	N/A	N/A	N/A	Dividend Announcement
DSM BNY Mellon Strategic Municipal Bond Fund	N/A	$6.07 +0.8%	N/A	+9.4%	$299.79M	N/A	N/A	20,786	Positive News
KF The Korea Fund	N/A	$71.37 -1.2%	N/A	+168.7%	$296.75M	$92.47M	N/A	N/A
TDF Templeton Dragon Fund	N/A	$11.19 +0.2%	N/A	+9.8%	$281.64M	N/A	N/A	147,000

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This page (NYSE:SWZ) was last updated on 6/6/2026 by MarketBeat.com Staff.

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Total Return Securities (SWZ) Competitors

SWZ vs. NCA, DSM, KF, TDF, and MIN

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

Summary

How does Total Return Securities compare to BNY Mellon Strategic Municipal Bond Fund?

Summary

How does Total Return Securities compare to The Korea Fund?

Summary

How does Total Return Securities compare to Templeton Dragon Fund?

Summary

How does Total Return Securities compare to MFS Intermediate Income Trust?

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

Advanced Stock Screeners and Research Tools

About MarketBeat

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Terms & Info

Total Return Securities (SWZ) Competitors

SWZ vs. NCA, DSM, KF, TDF, and MIN

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

Which has higher earnings & valuation, SWZ or NCA?

Does the media favor SWZ or NCA?

Which has more risk & volatility, SWZ or NCA?

Is SWZ or NCA more profitable?

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

Summary

How does Total Return Securities compare to BNY Mellon Strategic Municipal Bond Fund?

Which has better valuation and earnings, DSM or SWZ?

Does the media refer more to DSM or SWZ?

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

Is DSM or SWZ more profitable?

Which has more volatility & risk, DSM or SWZ?

Summary

How does Total Return Securities compare to The Korea Fund?

Does the media prefer SWZ or KF?

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

Which has more risk and volatility, SWZ or KF?

Which has stronger earnings and valuation, SWZ or KF?

Is SWZ or KF more profitable?

Summary

How does Total Return Securities compare to Templeton Dragon Fund?

Is TDF or SWZ more profitable?

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

Which has higher earnings & valuation, TDF or SWZ?

Does the media refer more to TDF or SWZ?

Which has more volatility and risk, TDF or SWZ?

Summary

How does Total Return Securities compare to MFS Intermediate Income Trust?

Which has higher earnings and valuation, SWZ or MIN?

Does the media prefer SWZ or MIN?

Do insiders & institutionals hold more shares of SWZ or MIN?

Is SWZ or MIN more profitable?

Which has more volatility and risk, SWZ or MIN?

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