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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 6.4% and SWZ is down 2.9% - NZF leads by 9.3 points.
  • SWZ has hit the wire 4 times in the past 4 weeks while NZF has been quiet.
PerformanceNZF+6.37%SWZ-2.88%
2025-04-28+0.00%2026-04-24
MetricNZFSWZ
Company
Nuveen Municipal Credit Income Fund
Total Return Securities Fund
Price
$12.61+0.16%
$6.06+0.33%
Market cap
$2.27B
$120.9M
1M return
+3.19%
+1.17%
1Y return
+6.37%
-2.88%
Industry
Finance Companies
Finance Companies
Exchange
NYSE
NYSE
IPO
2007
News (4w)
0
4
Recent ratings
0
0
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.

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.