SWZ vs. HRZN, MYN, TYG, KTF, HQL, MCI, SOR, PPT, MIY, and MHN
Should you be buying The Swiss Helvetia Fund stock or one of its competitors? The main competitors of The Swiss Helvetia Fund include Horizon Technology Finance (HRZN), BlackRock MuniYield New York Quality Fund (MYN), Tortoise Energy Infrastructure (TYG), DWS Municipal Income Trust (KTF), Abrdn Life Sciences Investors (HQL), Barings Corporate Investors (MCI), Source Capital (SOR), Putnam Premier Income Trust (PPT), BlackRock MuniYield Michigan Quality Fund (MIY), and BlackRock MuniHoldings New York Quality Fund (MHN). These companies are all part of the "investment offices, not elsewhere classified" industry.
Horizon Technology Finance (NASDAQ:HRZN) and The Swiss Helvetia Fund (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 earnings, dividends, community ranking, profitability, analyst recommendations, valuation, risk, institutional ownership and media sentiment.
Horizon Technology Finance received 135 more outperform votes than The Swiss Helvetia Fund when rated by MarketBeat users. However, 74.50% of users gave The Swiss Helvetia Fund an outperform vote while only 54.51% of users gave Horizon Technology Finance an outperform vote.
In the previous week, Horizon Technology Finance and Horizon Technology Finance both had 3 articles in the media. The Swiss Helvetia Fund's average media sentiment score of 1.29 beat Horizon Technology Finance's score of 1.16 indicating that Horizon Technology Finance is being referred to more favorably in the media.
4.9% of Horizon Technology Finance shares are held by institutional investors. Comparatively, 41.1% of The Swiss Helvetia Fund shares are held by institutional investors. 1.4% of Horizon Technology Finance shares are held by insiders. Comparatively, 0.0% of The Swiss Helvetia Fund shares are held 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.
Horizon Technology Finance has a beta of 1.19, meaning that its stock price is 19% more volatile than the S&P 500. Comparatively, The Swiss Helvetia Fund has a beta of 0.78, meaning that its stock price is 22% less volatile than the S&P 500.
The Swiss Helvetia Fund has a net margin of 0.00% compared to The Swiss Helvetia Fund's net margin of -12.40%. The Swiss Helvetia Fund's return on equity of 17.98% beat Horizon Technology Finance's return on equity.
Horizon Technology Finance has higher revenue and earnings than The Swiss Helvetia Fund.
Horizon Technology Finance pays an annual dividend of $1.32 per share and has a dividend yield of 11.4%. The Swiss Helvetia Fund pays an annual dividend of $0.50 per share and has a dividend yield of 6.2%. Horizon Technology Finance pays out -314.3% of its earnings in the form of a dividend. Horizon Technology Finance has increased its dividend for 2 consecutive years and The Swiss Helvetia Fund has increased its dividend for 1 consecutive years. Horizon Technology Finance is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.
Horizon Technology Finance currently has a consensus price target of $10.38, indicating a potential downside of 10.56%. Given The Swiss Helvetia Fund's higher probable upside, research analysts plainly believe Horizon Technology Finance is more favorable than The Swiss Helvetia Fund.
Summary
Horizon Technology Finance beats The Swiss Helvetia Fund on 12 of the 16 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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