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Total Return Securities (SWZ) Competitors

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$5.97 +0.02 (+0.34%)
As of 08/26/2026 03:58 PM Eastern

SWZ vs. RFI, BDCI, EMD, NCA, and SAR

Should you buy Total Return Securities stock or one of its competitors? Total Return Securities's main competitors and comparable companies include Cohen & Steers Total Return Realty Fund (RFI), BTC Development (BDCI), Western Asset Emerging Markets Debt Fund (EMD), Nuveen California Municipal Va (NCA), and Saratoga Investment (SAR). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "capital markets" industry.

How does Total Return Securities compare to Cohen & Steers Total Return Realty Fund?

Cohen & Steers Total Return Realty Fund (NYSE:RFI) and Total Return Securities (NYSE:SWZ) are both small-cap finance companies, but which is the superior stock? We will compare the two businesses based on the strength of their institutional ownership, dividends, media sentiment, profitability, analyst recommendations, valuation, earnings and risk.

20.4% of Cohen & Steers Total Return Realty Fund shares are owned by institutional investors. Comparatively, 41.1% of Total Return Securities shares are owned by institutional investors. 0.1% of Cohen & Steers Total Return Realty 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 stock will outperform the market over the long term.

In the previous week, Cohen & Steers Total Return Realty Fund had 1 more articles in the media than Total Return Securities. MarketBeat recorded 2 mentions for Cohen & Steers Total Return Realty Fund and 1 mentions for Total Return Securities. Total Return Securities' average media sentiment score of 0.59 beat Cohen & Steers Total Return Realty Fund's score of 0.58 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
Cohen & Steers Total Return Realty Fund
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Total Return Securities
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Cohen & Steers Total Return Realty Fund has higher earnings, but lower revenue than Total Return Securities.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Cohen & Steers Total Return Realty FundN/AN/AN/AN/AN/A
Total Return Securities$3.34M23.18-$3.74MN/AN/A

Company Net Margins Return on Equity Return on Assets
Cohen & Steers Total Return Realty FundN/A N/A N/A
Total Return Securities N/A N/A N/A

Cohen & Steers Total Return Realty Fund has a beta of 0.87, indicating that its stock price is 13% 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.

Summary

Cohen & Steers Total Return Realty 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 BTC Development?

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

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
BTC DevelopmentN/AN/A$1.87M$0.3033.82
Total Return Securities$3.34M23.18-$3.74MN/AN/A

Total Return Securities' return on equity of 0.00% beat BTC Development's return on equity.

Company Net Margins Return on Equity Return on Assets
BTC DevelopmentN/A -79.91% 2.80%
Total Return Securities N/A N/A N/A

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 large money managers, hedge funds and endowments believe a company is poised for long-term growth.

In the previous week, BTC Development had 1 more articles in the media than Total Return Securities. MarketBeat recorded 2 mentions for BTC Development and 1 mentions for Total Return Securities. BTC Development's average media sentiment score of 0.93 beat Total Return Securities' score of 0.59 indicating that BTC Development is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
BTC Development
0 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Total Return Securities
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

BTC Development beats Total Return Securities on 5 of the 9 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 investment? We will contrast the two companies based on the strength of their valuation, media sentiment, earnings, analyst recommendations, institutional ownership, risk, profitability and dividends.

In the previous week, Total Return Securities had 1 more articles in the media than Western Asset Emerging Markets Debt Fund. MarketBeat recorded 1 mentions for Total Return Securities and 0 mentions for Western Asset Emerging Markets Debt Fund. Total Return Securities' average media sentiment score of 0.59 beat Western Asset Emerging Markets Debt Fund's score of 0.00 indicating that Total Return Securities is being referred to more favorably in the news media.

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

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

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Western Asset Emerging Markets Debt Fund$93.58M3.22N/AN/AN/A
Total Return Securities$3.34M23.18-$3.74MN/AN/A

Western Asset Emerging Markets Debt Fund has a beta of 0.64, indicating that its stock price is 36% 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.

Summary

Total Return Securities beats Western Asset Emerging Markets Debt Fund on 5 of the 7 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 stock? We will contrast the two businesses based on the strength of their valuation, dividends, earnings, risk, profitability, analyst recommendations, institutional ownership and media sentiment.

In the previous week, Total Return Securities had 1 more articles in the media than Nuveen California Municipal Va. MarketBeat recorded 1 mentions for Total Return Securities and 0 mentions for Nuveen California Municipal Va. Total Return Securities' average media sentiment score of 0.59 beat Nuveen California Municipal Va'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
Nuveen California Municipal Va Neutral

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

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.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Total Return Securities$3.34M23.18-$3.74MN/AN/A
Nuveen California Municipal VaN/AN/AN/AN/AN/A

Company Net Margins Return on Equity Return on Assets
Total Return SecuritiesN/A N/A N/A
Nuveen California Municipal Va 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 Saratoga Investment?

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

Saratoga Investment has a net margin of 12.70% compared to Total Return Securities' net margin of 0.00%. Saratoga Investment's return on equity of 8.76% beat Total Return Securities' return on equity.

Company Net Margins Return on Equity Return on Assets
Saratoga Investment12.70% 8.76% 2.95%
Total Return Securities N/A N/A N/A

Saratoga Investment currently has a consensus price target of $21.50, indicating a potential upside of 16.78%. Given Saratoga Investment's stronger consensus rating and higher possible upside, research analysts plainly believe Saratoga Investment is more favorable than Total Return Securities.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Saratoga Investment
1 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.83
Total Return Securities
0 Sell rating(s)
0 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
0.00

In the previous week, Saratoga Investment had 1 more articles in the media than Total Return Securities. MarketBeat recorded 2 mentions for Saratoga Investment and 1 mentions for Total Return Securities. Total Return Securities' average media sentiment score of 0.59 beat Saratoga Investment's score of 0.22 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
Saratoga Investment
1 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Total Return Securities
0 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Saratoga Investment has higher revenue and earnings than Total Return Securities.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Saratoga Investment$28.31M10.46$36.60M$1.0018.41
Total Return Securities$3.34M23.18-$3.74MN/AN/A

19.1% of Saratoga Investment shares are held by institutional investors. Comparatively, 41.1% of Total Return Securities shares are held by institutional investors. 10.6% of Saratoga Investment shares are held by company insiders. Comparatively, 0.0% of Total Return Securities shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Saratoga Investment has a beta of 0.55, suggesting that its stock price is 45% 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

Saratoga Investment beats Total Return Securities on 9 of the 13 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 SecuritiesCapital Markets IndustryFinance SectorNYSE Exchange
Market Cap$77.13M$5.73B$14.10B$24.35B
Dividend YieldN/A7.39%5.89%3.70%
P/E RatioN/A32.5426.7030.13
Price / Sales23.181,229.26517.9620.00
Price / CashN/A48.4539.1433.34
Price / Book0.672.132.187.69
Net Income-$3.74M$417.46M$1.31B$1.07B
7 Day Performance0.67%0.88%1.53%0.49%
1 Month Performance1.69%2.16%2.60%2.12%
1 Year Performance-1.73%8.08%11.60%14.07%

Total Return Securities Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SWZ
Total Return Securities
2.2424 of 5 stars
$5.97
+0.3%
N/A-1.7%$77.13M$3.34MN/AN/A
RFI
Cohen & Steers Total Return Realty Fund
N/A$11.51
+0.8%
N/A-4.3%$307.23M$12.12MN/AN/A
BDCI
BTC Development
0.6668 of 5 stars
$10.09
+0.0%
N/AN/A$306.26MN/A40.362
EMD
Western Asset Emerging Markets Debt Fund
N/A$10.64
+0.2%
N/A+2.9%$304.62M$102.50MN/AN/A
NCA
Nuveen California Municipal Va
N/A$9.20
+0.2%
N/A+6.9%$304.57MN/AN/AN/A

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This page (NYSE:SWZ) was last updated on 8/27/2026 by MarketBeat.com Staff.
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