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).
- Over the past year, AGM is up 18.0% and SWZ is down 4.3% - AGM leads by 22.3 points.
- AGM has been more active in the news (9 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
- Federal Agricultural Mortgage Corporation filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits
- Farmer Mac to Announce Second Quarter 2026 Financial Results
- Director Mckissack Eric T was granted 21 units of Class C Non-Voting Common Stock, increasing direct ownership by 0.73% to 2,895 units (SEC Form 4)
- Director Ware Todd P was granted 21 units of Class C Non-Voting Common Stock, increasing direct ownership by 0.47% to 4,495 units (SEC Form 4)
- Director Sexton Robert G was granted 42 units of Class C Non-Voting Common Stock, increasing direct ownership by 0.30% to 14,268 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 10,934 units (SEC Form 4)
- Director Engebretsen James R was granted 86 units of Class C Non-Voting Common Stock, increasing direct ownership by 0.51% to 16,845 units (SEC Form 4)
- Director Gales Amy H was granted 101 units of Class C Non-Voting Common Stock, increasing direct ownership by 2% to 6,080 units (SEC Form 4)
- Director Logan Lyle was granted 46 units of Class C Non-Voting Common Stock, increasing direct ownership by 12% to 432 units (SEC Form 4)
- Federal Agricultural Mortgage Corporation filed SEC Form 8-K: Leadership Update, Regulation FD Disclosure, Financial Statements and Exhibits
Latest SWZ
- Secretary Goldstein Phillip bought $35,581 worth of shares (5,980 units at $5.95), increasing direct ownership by 5% to 119,214 units (SEC Form 4)
- President and CEO Dakos Andrew bought $29,601 worth of shares (5,000 units at $5.92) (SEC Form 4)
- Director Sell Moritz A bought $24,156 worth of shares (4,091 units at $5.90), increasing direct ownership by 25% to 20,246 units (SEC Form 4)
- Director Sell Moritz A bought $11,820 worth of shares (2,000 units at $5.91), increasing direct ownership by 14% to 16,155 units (SEC Form 4)
- Director Sell Moritz A bought $12,842 worth of shares (2,155 units at $5.96), increasing direct ownership by 18% to 14,155 units (SEC Form 4)
- Director Sell Moritz A bought $6,010 worth of shares (1,000 units at $6.01), increasing direct ownership by 9% to 12,000 units (SEC Form 4)
- President and CEO Dakos Andrew bought $77,749 worth of shares (13,000 units at $5.98) (SEC Form 4)
- President and CEO Dakos Andrew bought $41,680 worth of shares (7,000 units at $5.95) (SEC Form 4)
- SEC Form DEF 14A filed by Total Return Securities Fund
- Director Sell Moritz A bought $6,077 worth of shares (1,002 units at $6.07), increasing direct ownership by 10% to 11,000 units (SEC Form 4)