Compare · AGM vs SWZ
AGM vs SWZ
Side-by-side comparison of Federal Agricultural Mortgage Corporation (AGM) and Total Return Securities Fund (SWZ): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both AGM and SWZ operate in Finance Companies (Finance), so they compete in similar markets.
- AGM is the larger of the two at $2.24B, about 18.5x SWZ ($120.9M).
- AGM has been more active in the news (7 items in the past 4 weeks vs 3 for SWZ).
- AGM has more recent analyst coverage (6 ratings vs 0 for SWZ).
Federal Agricultural Mortgage Corporation
Federal Agricultural Mortgage Corporation provides a secondary market for various loans made to borrowers in the United States. It operates through four segments: Farm & Ranch, USDA (United States Department of Agriculture) Guarantees, Rural Utilities, and Institutional Credit. The Farm & Ranch segment purchases and retains eligible mortgage loans that are secured by first liens on agricultural real estate; securitizes eligible mortgage loans, and guarantees the timely payment of principal and interest on securities representing interests in or obligations secured by pools of mortgage loans; and issues long-term standby purchase commitments (LTSPC) on designated eligible mortgage loans. The USDA Guarantees segment purchases portions of certain agricultural and rural development loans guaranteed by the USDA. The Rural Utilities segment purchases and guarantees securities that are backed by loans for electric or telecommunications facilities by lenders organized as cooperatives to borrowers; and purchases eligible rural utilities loans and guarantees of securities backed by those loans, as well as LTSPCs for pools of eligible rural utilities loans. The Institutional Credit segment guarantees and purchases general obligations of lenders and other financial institutions that are secured by pools of loans eligible under the Farmer Mac's Farm & Ranch, USDA Guarantees, or Rural Utilities lines of business. Federal Agricultural Mortgage Corporation was founded in 1987 and is headquartered in Washington, District of Columbia.
Total Return Securities Fund
The Swiss Helvetia Fund Inc. is a closed-ended equity mutual fund launched and managed by Schroder Investment Management North America Inc. The fund invests in public equity markets of Switzerland. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of companies across all market capitalizations. It employs fundamental analysis with a bottom-up stock picking approach, focusing on factors such as capital appreciation, income, economic and industry trends, quality of management, financial condition, business plan, industry and sector market position, dividend payout ratio, and corporate governance to create its portfolio. The fund benchmarks the performance of its portfolio against the S&P 500 Index and MSCI EAFE Index. It was previously known as The Helvetia Fund, Inc. The Swiss Helvetia Fund Inc. was formed in October 24, 1986 and is domiciled in the United States.
Latest AGM
- Director Gales Amy H was granted 97 units of Class C Non-Voting Common Stock, increasing direct ownership by 2% to 6,177 units (SEC Form 4)
- Director Logan Lyle was granted 84 units of Class C Non-Voting Common Stock, increasing direct ownership by 19% to 516 units (SEC Form 4)
- Director Sexton Robert G was granted 40 units of Class C Non-Voting Common Stock, increasing direct ownership by 0.28% to 14,308 units (SEC Form 4)
- Director Junkins Lowell was granted 7 units of Class C Non-Voting Common Stock, increasing direct ownership by 0.06% to 10,941 units (SEC Form 4)
- Director Ware Todd P was granted 20 units of Class C Non-Voting Common Stock, increasing direct ownership by 0.44% to 4,515 units (SEC Form 4)
- Director Engebretsen James R was granted 83 units of Class C Non-Voting Common Stock, increasing direct ownership by 0.49% to 16,928 units (SEC Form 4)
- Director Mckissack Eric T was granted 20 units of Class C Non-Voting Common Stock, increasing direct ownership by 0.69% to 2,915 units (SEC Form 4)
- New insider Pasdar Nader claimed no ownership of stock in the company (SEC Form 3)
- New insider Maines Robert J claimed ownership of 3,966 units of Class C Non-Voting Common Stock (SEC Form 3)
- New insider Willie Kerry T claimed ownership of 3,663 units of Class C Non-Voting Common Stock (SEC Form 3)
Latest SWZ
- SEC Form 4 filed by Total Return Securities Fund
- Director Sell Moritz A bought $11,530 worth of shares (2,000 units at $5.76), increasing direct ownership by 7% to 30,246 units (SEC Form 4)
- President and CEO Dakos Andrew bought $115,814 worth of shares (20,000 units at $5.79), increasing direct ownership by 50% to 60,000 units (SEC Form 4)
- SEC Form N-CSRS filed by Total Return Securities Fund
- Director Sell Moritz A bought $17,940 worth of shares (3,000 units at $5.98), increasing direct ownership by 12% to 28,246 units (SEC Form 4)
- Secretary Das Rajeev P bought $18,181 worth of shares (3,066 units at $5.93), increasing direct ownership by 918% to 3,400 units (SEC Form 4)
- SEC Form N-PX filed by Total Return Securities Fund
- Director Sell Moritz A bought $5,910 worth of shares (1,000 units at $5.91), increasing direct ownership by 4% to 25,246 units (SEC Form 4)
- SEC Form SCHEDULE 13G filed by Total Return Securities Fund
- Director Sell Moritz A bought $14,770 worth of shares (2,517 units at $5.87), increasing direct ownership by 12% to 24,246 units (SEC Form 4)