The Swiss Helvetia Fund (SWZ) Competitors $7.93 +0.04 (+0.51%) (As of 10:57 AM ET) Add Compare Share Share Competitors Stock AnalysisChartCompetitorsDividendFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestTrends SWZ vs. MYN, MCI, KTF, HQL, TWN, SAR, MIY, ASG, TPVG, and MHNShould you be buying The Swiss Helvetia Fund stock or one of its competitors? The main competitors of The Swiss Helvetia Fund include BlackRock MuniYield New York Quality Fund (MYN), Barings Corporate Investors (MCI), DWS Municipal Income Trust (KTF), Abrdn Life Sciences Investors (HQL), The Taiwan Fund (TWN), Saratoga Investment (SAR), BlackRock MuniYield Michigan Quality Fund (MIY), Liberty All-Star Growth Fund (ASG), TriplePoint Venture Growth BDC (TPVG), and BlackRock MuniHoldings New York Quality Fund (MHN). These companies are all part of the "financial services" industry. The Swiss Helvetia Fund vs. BlackRock MuniYield New York Quality Fund Barings Corporate Investors DWS Municipal Income Trust Abrdn Life Sciences Investors The Taiwan Fund Saratoga Investment BlackRock MuniYield Michigan Quality Fund Liberty All-Star Growth Fund TriplePoint Venture Growth BDC BlackRock MuniHoldings New York Quality Fund The Swiss Helvetia Fund (NYSE:SWZ) and BlackRock MuniYield New York Quality Fund (NYSE:MYN) are both small-cap finance companies, but which is the superior stock? We will contrast the two businesses based on the strength of their community ranking, analyst recommendations, dividends, institutional ownership, profitability, risk, media sentiment, valuation and earnings. Which has more risk and volatility, SWZ or MYN? The Swiss Helvetia Fund has a beta of 0.81, meaning that its stock price is 19% less volatile than the S&P 500. Comparatively, BlackRock MuniYield New York Quality Fund has a beta of 0.6, meaning that its stock price is 40% less volatile than the S&P 500. Do institutionals & insiders have more ownership in SWZ or MYN? 41.1% of The Swiss Helvetia Fund shares are owned by institutional investors. Comparatively, 29.3% of BlackRock MuniYield New York Quality Fund shares are owned by institutional investors. 0.0% of The Swiss Helvetia Fund shares are owned by company insiders. Comparatively, 1.0% of BlackRock MuniYield New York Quality Fund shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth. Does the media favor SWZ or MYN? In the previous week, The Swiss Helvetia Fund's average media sentiment score of -0.50 beat BlackRock MuniYield New York Quality Fund's score of -1.00 indicating that The Swiss Helvetia Fund is being referred to more favorably in the media. Company Overall Sentiment The Swiss Helvetia Fund Negative BlackRock MuniYield New York Quality Fund Negative Is SWZ or MYN more profitable? Company Net Margins Return on Equity Return on Assets The Swiss Helvetia FundN/A N/A N/A BlackRock MuniYield New York Quality Fund N/A N/A N/A Is SWZ or MYN a better dividend stock? The Swiss Helvetia Fund pays an annual dividend of $0.51 per share and has a dividend yield of 6.4%. BlackRock MuniYield New York Quality Fund pays an annual dividend of $0.54 per share and has a dividend yield of 5.1%. Which has higher valuation and earnings, SWZ or MYN? BlackRock MuniYield New York Quality Fund has higher revenue and earnings than The Swiss Helvetia Fund. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioThe Swiss Helvetia Fund$6.18M16.67-$27.40MN/AN/ABlackRock MuniYield New York Quality Fund$19.20M21.23N/AN/AN/A Does the MarketBeat Community believe in SWZ or MYN? The Swiss Helvetia Fund received 4 more outperform votes than BlackRock MuniYield New York Quality Fund when rated by MarketBeat users. Likewise, 74.50% of users gave The Swiss Helvetia Fund an outperform vote while only 72.14% of users gave BlackRock MuniYield New York Quality Fund an outperform vote. CompanyUnderperformOutperformThe Swiss Helvetia FundOutperform Votes14974.50% Underperform Votes5125.50% BlackRock MuniYield New York Quality FundOutperform Votes14572.14% Underperform Votes5627.86% SummaryThe Swiss Helvetia Fund beats BlackRock MuniYield New York Quality Fund on 6 of the 9 factors compared between the two stocks. Ad Behind the MarketsHere’s how you could profit from the historic Trump rallyEx-Wall Street CEO crushed the market this year... Giving his readers a chance to outperform the S&P by as much as 164%. Now he's saying Trump's landslide win is opening up a rare window of opportunity.Click to get the name and ticker symbol Get The Swiss Helvetia Fund News Delivered to You Automatically Sign up to receive the latest news and ratings for SWZ and its competitors with MarketBeat's FREE daily newsletter. Email Address New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period. Skip ChartMedia Sentiment Over TimeWhat is Media Sentiment?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.Skip Chart SWZ vs. The Competition Export to ExcelMetricThe Swiss Helvetia FundInvestment offices IndustryFinance SectorNYSE ExchangeMarket Cap$103.02M$8.48B$10.60B$20.29BDividend Yield6.53%6.44%10.19%3.44%P/E RatioN/A0.4548.7443.01Price / Sales16.6715.203,382.1118.22Price / CashN/A7.0730.9322.41Price / Book0.900.912.975.58Net Income-$27.40M$73.96M$1.02B$983.78M7 Day Performance1.67%0.61%-0.31%0.07%1 Month Performance-3.41%1.91%4.89%6.26%1 Year Performance2.19%14.26%22.17%23.25% The Swiss Helvetia Fund Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)SWZThe Swiss Helvetia Fund0.7185 of 5 stars$7.93+0.5%N/A+0.6%$103.02M$6.18M0.00N/AMYNBlackRock MuniYield New York Quality FundN/A$10.64-0.2%N/A+6.2%$407.62MN/A0.00N/ANegative NewsMCIBarings Corporate InvestorsN/A$19.87+0.6%N/A+15.0%$403.36MN/A0.00N/ANews CoverageKTFDWS Municipal Income TrustN/A$10.06flatN/A+16.7%$394.05MN/A0.00N/AHQLAbrdn Life Sciences InvestorsN/A$14.30+0.3%N/A+18.7%$391.11MN/A0.00N/AShort Interest ↑Negative NewsTWNThe Taiwan FundN/A$43.45+1.9%N/A+33.1%$369.76MN/A0.00N/ASARSaratoga Investment1.6826 of 5 stars$25.78+0.4%$25.42-1.4%-2.8%$355.76M$143.72M16.783,211High Trading VolumeMIYBlackRock MuniYield Michigan Quality FundN/A$12.03+0.2%N/A+7.4%$353.20MN/A0.00N/ANegative NewsASGLiberty All-Star Growth FundN/A$5.86-0.2%N/A+16.2%$341.27M$37.15M0.00N/ATPVGTriplePoint Venture Growth BDC1.4103 of 5 stars$8.33-0.7%$7.85-5.8%-21.4%$333.62M$137.49M39.95N/AMHNBlackRock MuniHoldings New York Quality FundN/A$10.94-0.2%N/A+6.4%$330.83MN/A0.00N/APositive News Related Companies and Tools Related Companies BlackRock MuniYield New York Quality Fund Alternatives Barings Corporate Investors Alternatives DWS Municipal Income Trust Alternatives Abrdn Life Sciences Investors Alternatives The Taiwan Fund Alternatives Saratoga Investment Alternatives BlackRock MuniYield Michigan Quality Fund Alternatives Liberty All-Star Growth Fund Alternatives TriplePoint Venture Growth BDC Alternatives BlackRock MuniHoldings New York Quality Fund Alternatives Top 10 Stock Comparisons Bank Stocks Artificial Intelligence Stocks Toy Stocks Growth Stocks Airline Stocks Chinese Stocks EV Charging Stocks Defense Stocks Lithium Stocks Pharmaceutical Stocks This page (NYSE:SWZ) was last updated on 12/4/2024 by MarketBeat.com Staff From Our PartnersI was wrong. 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