Compare · JCAP vs SWZ
JCAP vs SWZ
Side-by-side comparison of Jefferson Capital Inc. (JCAP) and Total Return Securities Fund (SWZ): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both JCAP and SWZ operate in Finance Companies (Finance), so they compete in similar markets.
- JCAP carries a market cap of $1.14B.
- Both names hit the wire about 1 times in the past 4 weeks.
- JCAP has more recent analyst coverage (5 ratings vs 0 for SWZ).
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 JCAP
- Jefferson Capital to Announce Third Quarter 2026 Results
- Chief Commercial Officer Person Penelope Joann sold $5,422 worth of shares (246 units at $22.04), decreasing direct ownership by 0.06% to 437,265 units (SEC Form 4)
- Jefferson Capital Inc. filed SEC Form 8-K: Entry into a Material Definitive Agreement, Financial Statements and Exhibits
- President US Business Lines Zellmann Mark Joseph sold $1,330,101 worth of shares (56,000 units at $23.75) and gifted 6,250 shares, decreasing direct ownership by 9% to 631,497 units (SEC Form 4)
- Jefferson Capital Inc. filed SEC Form 8-K: Other Events, Financial Statements and Exhibits
- Jefferson Capital Announces Pricing of $100 Million of Senior Notes due 2030
- Jefferson Capital Announces Proposed Private Offering of Senior Notes
- SEC Form 10-Q filed by Jefferson Capital Inc.
- Jefferson Capital Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits
- Amendment: SEC Form SCHEDULE 13G/A filed by Jefferson Capital Inc.
Latest SWZ
- Secretary Goldstein Phillip bought $28,637 worth of shares (5,000 units at $5.73) (SEC Form 4)
- 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)