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Total Return Securities (SWZ) Competitors

Total Return Securities logo
$5.95 -0.04 (-0.73%)
Closing price 05/15/2026 03:56 PM Eastern
Extended Trading
$5.94 0.00 (-0.02%)
As of 05/15/2026 04:10 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 Massive. Learn more.
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SWZ vs. MXF, NCA, DSM, TDF, and KF

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

How does Total Return Securities compare to Mexico Fund?

Mexico Fund (NYSE:MXF) 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 media sentiment, institutional ownership, risk, dividends, analyst recommendations, profitability, earnings and valuation.

In the previous week, Mexico Fund had 5 more articles in the media than Total Return Securities. MarketBeat recorded 7 mentions for Mexico Fund and 2 mentions for Total Return Securities. Mexico Fund's average media sentiment score of 1.47 beat Total Return Securities' score of 1.08 indicating that Mexico Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Mexico Fund
3 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Total Return Securities
1 Very Positive mention(s)
0 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Mexico Fund has a beta of 0.82, meaning that its share price is 18% less volatile than the broader market. Comparatively, Total Return Securities has a beta of 0.68, meaning that its share price is 32% less volatile than the broader market.

41.1% of Total Return Securities shares are owned by institutional investors. 2.7% of Mexico 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 large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Mexico Fund has higher earnings, but lower revenue than Total Return Securities.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Mexico FundN/AN/AN/AN/AN/A
Total Return Securities$3.34M23.09-$3.74MN/AN/A

Company Net Margins Return on Equity Return on Assets
Mexico FundN/A N/A N/A
Total Return Securities N/A N/A N/A

Summary

Mexico Fund beats Total Return Securities on 4 of the 6 factors compared between the two stocks.

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

Nuveen California Municipal Va (NYSE:NCA) 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 media sentiment, institutional ownership, risk, dividends, analyst recommendations, profitability, earnings and valuation.

In the previous week, Total Return Securities had 2 more articles in the media than Nuveen California Municipal Va. MarketBeat recorded 2 mentions for Total Return Securities and 0 mentions for Nuveen California Municipal Va. Total Return Securities' average media sentiment score of 1.08 beat Nuveen California Municipal Va's score of 0.00 indicating that Total Return Securities is being referred to more favorably in the news media.

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

Nuveen California Municipal Va has a beta of 0.39, meaning that its share price is 61% less volatile than the broader market. Comparatively, Total Return Securities has a beta of 0.68, meaning that its share price is 32% less volatile than the broader market.

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Nuveen California Municipal VaN/AN/AN/AN/AN/A
Total Return Securities$3.34M23.09-$3.74MN/AN/A

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

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

Company Net Margins Return on Equity Return on Assets
BNY Mellon Strategic Municipal Bond FundN/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 0.68, meaning that its share price is 32% less volatile than the broader market.

In the previous week, Total Return Securities had 1 more articles in the media than BNY Mellon Strategic Municipal Bond Fund. MarketBeat recorded 2 mentions for Total Return Securities and 1 mentions for BNY Mellon Strategic Municipal Bond Fund. Total Return Securities' average media sentiment score of 1.08 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 Very Positive Positive Neutral Negative Very Negative Overall Sentiment
BNY Mellon Strategic Municipal Bond Fund
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Total Return Securities
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. 0.0% of Total Return Securities shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BNY Mellon Strategic Municipal Bond FundN/AN/AN/AN/AN/A
Total Return Securities$3.34M23.09-$3.74MN/AN/A

Summary

Total Return Securities beats BNY Mellon Strategic Municipal Bond Fund on 5 of the 6 factors compared between the two stocks.

How does Total Return Securities compare to Templeton Dragon Fund?

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

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

Total Return Securities has a beta of 0.68, indicating that its share price is 32% less volatile than the broader market. Comparatively, Templeton Dragon Fund has a beta of 0.41, indicating that its share price is 59% less volatile than the broader market.

In the previous week, Total Return Securities had 1 more articles in the media than Templeton Dragon Fund. MarketBeat recorded 2 mentions for Total Return Securities and 1 mentions for Templeton Dragon Fund. Total Return Securities' average media sentiment score of 1.08 beat Templeton Dragon Fund's score of -1.00 indicating that Total Return Securities is being referred to more favorably in the media.

Company Overall Sentiment
Total Return Securities Positive
Templeton Dragon Fund Negative

41.1% of Total Return Securities shares are owned by institutional investors. Comparatively, 47.2% of Templeton Dragon Fund 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, hedge funds and large money managers believe a company is poised for long-term growth.

Templeton Dragon Fund has lower revenue, but higher earnings than Total Return Securities.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Total Return Securities$3.34M23.09-$3.74MN/AN/A
Templeton Dragon FundN/AN/AN/AN/AN/A

Summary

Total Return Securities beats Templeton Dragon Fund on 5 of the 6 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 compare the two businesses based on the strength of their media sentiment, institutional ownership, profitability, analyst recommendations, dividends, valuation, earnings and risk.

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

Total Return Securities has a beta of 0.68, indicating that its share price is 32% less volatile than the broader market. Comparatively, The Korea Fund has a beta of 1.49, indicating that its share price is 49% more volatile than the broader market.

In the previous week, Total Return Securities had 2 more articles in the media than The Korea Fund. MarketBeat recorded 2 mentions for Total Return Securities and 0 mentions for The Korea Fund. Total Return Securities' average media sentiment score of 1.08 beat The Korea Fund's score of 0.00 indicating that Total Return Securities is being referred to more favorably in the media.

Company Overall Sentiment
Total Return Securities Positive
The Korea Fund Neutral

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

The Korea Fund has lower revenue, but higher earnings than Total Return Securities.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Total Return Securities$3.34M23.09-$3.74MN/AN/A
The Korea FundN/AN/AN/AN/AN/A

Summary

Total Return Securities and The Korea Fund tied by winning 3 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.
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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

Export
MetricTotal Return SecuritiesFIN IndustryFinance SectorNYSE Exchange
Market Cap$77.71M$4.63B$13.48B$23.03B
Dividend YieldN/A7.20%5.84%4.09%
P/E RatioN/A0.0223.0529.73
Price / Sales23.0939.73173.0023.91
Price / CashN/A5.5320.4625.31
Price / Book0.674.552.134.60
Net Income-$3.74M$388.27M$1.11B$1.06B
7 Day Performance-2.52%-1.70%-1.55%-2.26%
1 Month Performance-1.77%-0.45%-0.58%-0.36%
1 Year Performance-5.24%13.59%9.20%21.82%

Total Return Securities Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SWZ
Total Return Securities
3.1722 of 5 stars		$5.95
-0.7%		N/A-5.5%$77.71M$3.34MN/AN/A
MXF
Mexico Fund
N/A$21.70
+1.6%		N/A+33.2%$312.91MN/AN/AN/A
NCA
Nuveen California Municipal Va
N/A$9.36
+1.2%		N/A+10.5%$309.74MN/AN/AN/A
DSM
BNY Mellon Strategic Municipal Bond Fund
N/A$6.16
+1.0%		N/A+5.6%$304.49MN/AN/A20,786
TDF
Templeton Dragon Fund
N/A$11.47
+2.2%		N/A+17.6%$288.84MN/AN/A147,000

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This page (NYSE:SWZ) was last updated on 5/16/2026 by MarketBeat.com Staff.
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