Compare · NZF vs SWZ
NZF vs SWZ
Side-by-side comparison of Nuveen Municipal Credit Income Fund (NZF) and Total Return Securities Fund (SWZ): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both NZF and SWZ operate in Finance Companies (Finance), so they compete in similar markets.
- NZF is the larger of the two at $2.27B, about 18.8x SWZ ($120.9M).
- Over the past year, NZF is up 5.2% and SWZ is down 5.0% - NZF leads by 10.1 points.
- SWZ has been more active in the news (4 items in the past 4 weeks vs 2 for NZF).
Nuveen Municipal Credit Income Fund
Nuveen Municipal Credit Income Fund is a closed ended fixed income mutual fund launched by Nuveen Investments, Inc. The fund is co-managed by Nuveen Fund Advisors LLC and Nuveen Asset Management, LLC. It invests in the fixed income markets of the United States. The fund invests in undervalued municipal securities and other related investments the income from which is exempt from regular federal income taxes. It seeks to invest in investment grade securities rated Baa/BBB or better with an average maturity of around 18 years. The fund employs fundamental analysis with a focus on bottom-up stock picking approach to create its portfolio. It benchmarks the performance of its portfolio against Standard & Poor's (S&P) National Municipal Bond Index. It was formerly known as Nuveen Enhanced Municipal Credit Opportunities Fund. Nuveen Municipal Credit Income Fund was formed on March 21, 2001 and is domiciled in the United States.
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 NZF
- SEC Form 425 filed by Nuveen Municipal Credit Income Fund
- SEC Form 425 filed by Nuveen Municipal Credit Income Fund
- SEC Form N-CSRS filed by Nuveen Municipal Credit Income Fund
- SEC Form DEF 14A filed by Nuveen Municipal Credit Income Fund
- SEC Form 424B3 filed by Nuveen Municipal Credit Income Fund
- SEC Form EFFECT filed by Nuveen Municipal Credit Income Fund
- Amendment: SEC Form N-14 8C/A filed by Nuveen Municipal Credit Income Fund
- SEC Form N-14 8C filed by Nuveen Municipal Credit Income Fund
- SEC Form N-23C-2 filed by Nuveen Municipal Credit Income Fund
- Nuveen Municipal Closed-End Funds Announce Proposed Mergers
Latest SWZ
- 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)
- Director Sell Moritz A bought $8,780 worth of shares (1,483 units at $5.92), increasing direct ownership by 7% to 21,729 units (SEC Form 4)
- 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)