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Total Return Securities (SWZ) Competitors

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$5.94 +0.01 (+0.19%)
Closing price 03:54 PM Eastern
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$5.94 0.00 (-0.02%)
As of 04:10 PM Eastern
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SWZ vs. DSM, SAR, KF, MIN, and TDF

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

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 risk, institutional ownership, profitability, dividends, valuation, analyst recommendations, earnings and media sentiment.

BNY Mellon Strategic Municipal Bond Fund has a beta of 0.7, suggesting that its stock price is 30% 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.

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. BNY Mellon Strategic Municipal Bond Fund's average media sentiment score of 1.44 beat Total Return Securities' score of 1.03 indicating that BNY Mellon Strategic Municipal Bond Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
BNY Mellon Strategic Municipal Bond Fund
1 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)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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$3.34M23.07-$3.74MN/AN/A

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

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

Summary

Total Return Securities beats BNY Mellon Strategic Municipal Bond Fund on 4 of the 6 factors compared between the two stocks.

How does Total Return Securities compare to Saratoga Investment?

Total Return Securities (NYSE:SWZ) and Saratoga Investment (NYSE:SAR) 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, institutional ownership, earnings, profitability, analyst recommendations, dividends, valuation and risk.

Total Return Securities has a beta of 0.67, indicating that its share price is 33% less volatile than the broader market. Comparatively, Saratoga Investment has a beta of 0.54, indicating that its share price is 46% less volatile than the broader market.

In the previous week, Saratoga Investment had 2 more articles in the media than Total Return Securities. MarketBeat recorded 4 mentions for Saratoga Investment and 2 mentions for Total Return Securities. Total Return Securities' average media sentiment score of 1.03 beat Saratoga Investment's score of -0.28 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
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Saratoga Investment
0 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

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
Total Return SecuritiesN/A N/A N/A
Saratoga Investment 12.70%8.76%2.95%

41.1% of Total Return Securities shares are held by institutional investors. Comparatively, 19.1% of Saratoga Investment shares are held by institutional investors. 0.0% of Total Return Securities shares are held by company insiders. Comparatively, 10.0% of Saratoga Investment shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

Saratoga Investment has a consensus price target of $21.50, indicating a potential upside of 9.54%. Given Saratoga Investment's stronger consensus rating and higher probable upside, analysts clearly believe Saratoga Investment is more favorable than Total Return Securities.

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
Saratoga Investment
1 Sell rating(s)
5 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
1.83

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Total Return Securities$3.34M23.07-$3.74MN/AN/A
Saratoga Investment$125.71M2.55$36.60M$1.0019.63

Summary

Saratoga Investment beats Total Return Securities on 9 of the 13 factors compared between the two stocks.

How does Total Return Securities compare to The Korea Fund?

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

70.0% of The Korea Fund shares are held by institutional investors. Comparatively, 41.1% of Total Return Securities shares are held by institutional investors. 59.5% of The Korea Fund 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 large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

In the previous week, The Korea Fund and The Korea Fund both had 2 articles in the media. Total Return Securities' average media sentiment score of 1.03 beat The Korea Fund's score of 0.64 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
The Korea Fund
1 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
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
The Korea FundN/AN/AN/AN/AN/A
Total Return Securities$3.34M23.07-$3.74MN/AN/A

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

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

Summary

The Korea Fund beats Total Return Securities on 3 of the 5 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 superior stock? We will contrast the two businesses based on the strength of their profitability, dividends, analyst recommendations, media sentiment, earnings, institutional ownership, risk and valuation.

In the previous week, Total Return Securities had 1 more articles in the media than MFS Intermediate Income Trust. MarketBeat recorded 2 mentions for Total Return Securities and 1 mentions for MFS Intermediate Income Trust. MFS Intermediate Income Trust's average media sentiment score of 2.00 beat Total Return Securities' score of 1.03 indicating that MFS Intermediate Income Trust is being referred to more favorably in the news media.

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

MFS Intermediate Income Trust has lower revenue, but higher earnings than Total Return Securities.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Total Return Securities$3.34M23.07-$3.74MN/AN/A
MFS Intermediate Income TrustN/AN/AN/AN/AN/A

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, large money managers and endowments believe a company will outperform the market over the long term.

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

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

Summary

Total Return Securities beats MFS Intermediate Income Trust on 4 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 investment? We will compare the two businesses based on the strength of their dividends, profitability, valuation, risk, institutional ownership, earnings, analyst recommendations and media sentiment.

Templeton Dragon Fund has a beta of 0.4, indicating that its stock price is 60% 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.

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. Templeton Dragon Fund's average media sentiment score of 1.44 beat Total Return Securities' score of 1.03 indicating that Templeton Dragon Fund is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Templeton Dragon Fund
1 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)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Templeton Dragon FundN/AN/AN/AN/AN/A
Total Return Securities$3.34M23.07-$3.74MN/AN/A

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

47.2% of Templeton Dragon Fund shares are owned by institutional investors. Comparatively, 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 stock will outperform the market over the long term.

Summary

Total Return Securities beats Templeton Dragon Fund on 4 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

MetricTotal Return SecuritiesFIN IndustryFinance SectorNYSE Exchange
Market Cap$76.97M$4.80B$14.42B$23.50B
Dividend YieldN/A6.79%5.64%4.15%
P/E RatioN/A0.0221.3728.22
Price / Sales23.0717.0344.5719.86
Price / CashN/A4.9819.3632.65
Price / Book0.663.132.264.75
Net Income-$3.74M$388.27M$1.14B$1.07B
7 Day Performance-0.15%-1.11%0.37%-0.01%
1 Month Performance0.44%-0.02%2.12%1.62%
1 Year Performance-4.64%10.70%13.30%16.41%

Total Return Securities Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
SWZ
Total Return Securities
2.4823 of 5 stars
$5.94
+0.2%
N/A-5.0%$76.97M$3.34MN/AN/A
DSM
BNY Mellon Strategic Municipal Bond Fund
N/A$6.06
-0.2%
N/A+9.1%$299.30MN/AN/A20,786
SAR
Saratoga Investment
3.0005 of 5 stars
$17.98
-14.1%
$23.00
+27.9%
-23.1%$292.43M$49.92M7.723,211
KF
The Korea Fund
N/A$68.36
+0.5%
N/A+119.4%$284.38MN/AN/AN/A
MIN
MFS Intermediate Income Trust
N/A$2.45
-0.2%
N/A-7.9%$278.24MN/AN/AN/A

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This page (NYSE:SWZ) was last updated on 7/17/2026 by MarketBeat.com Staff.
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