SWZ vs. NMT, MGF, KSM, PCM, NMI, PFO, ECF, NIM, BCV, and SSSS
Should you be buying The Swiss Helvetia Fund stock or one of its competitors? The main competitors of The Swiss Helvetia Fund include Nuveen Massachusetts Quality Municipal Income Fund (NMT), MFS Government Markets Income Trust (MGF), DWS Strategic Municipal Income Trust (KSM), PCM Fund (PCM), Nuveen Municipal Income Fund (NMI), Flaherty & Crumrine Preferred Income Opportunity Fund (PFO), Ellsworth Growth and Income Fund (ECF), Nuveen Select Maturities Municipal Fund (NIM), Bancroft Fund (BCV), and SuRo Capital (SSSS). These companies are all part of the "investment offices, not elsewhere classified" industry.
Nuveen Massachusetts Quality Municipal Income Fund (NYSE:NMT) and The Swiss Helvetia Fund (NYSE:SWZ) are both small-cap finance companies, but which is the superior business? We will contrast the two companies based on the strength of their analyst recommendations, risk, profitability, earnings, community ranking, institutional ownership, valuation, media sentiment and dividends.
Nuveen Massachusetts Quality Municipal Income Fund has a beta of 0.39, indicating that its share price is 61% less volatile than the S&P 500. Comparatively, The Swiss Helvetia Fund has a beta of 0.78, indicating that its share price is 22% less volatile than the S&P 500.
Nuveen Massachusetts Quality Municipal Income Fund pays an annual dividend of $0.36 per share and has a dividend yield of 3.4%. The Swiss Helvetia Fund pays an annual dividend of $0.50 per share and has a dividend yield of 6.3%. Nuveen Massachusetts Quality Municipal Income Fund has increased its dividend for 1 consecutive years and The Swiss Helvetia Fund has increased its dividend for 1 consecutive years.
16.6% of Nuveen Massachusetts Quality Municipal Income Fund shares are held by institutional investors. Comparatively, 41.1% of The Swiss Helvetia Fund shares are held by institutional investors. 0.0% of The Swiss Helvetia Fund shares are held 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.
Nuveen Massachusetts Quality Municipal Income Fund has higher earnings, but lower revenue than The Swiss Helvetia Fund.
The Swiss Helvetia Fund received 36 more outperform votes than Nuveen Massachusetts Quality Municipal Income Fund when rated by MarketBeat users. Likewise, 74.50% of users gave The Swiss Helvetia Fund an outperform vote while only 68.07% of users gave Nuveen Massachusetts Quality Municipal Income Fund an outperform vote.
In the previous week, The Swiss Helvetia Fund had 2 more articles in the media than Nuveen Massachusetts Quality Municipal Income Fund. MarketBeat recorded 2 mentions for The Swiss Helvetia Fund and 0 mentions for Nuveen Massachusetts Quality Municipal Income Fund. Nuveen Massachusetts Quality Municipal Income Fund's average media sentiment score of 0.17 beat The Swiss Helvetia Fund's score of 0.00 indicating that The Swiss Helvetia Fund is being referred to more favorably in the news media.
Summary
The Swiss Helvetia Fund beats Nuveen Massachusetts Quality Municipal Income Fund on 9 of the 9 factors compared between the two stocks.
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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.
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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