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.
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
- Large owner Bank Of America Corp /De/ bought $103 worth of shares (8 units at $12.88) and sold $104 worth of shares (8 units at $12.96) (SEC Form 4)
- SEC Form N-2ASR filed by Nuveen Municipal Credit Income Fund
- SEC Form 3 filed by new insider Castro Joseph
- SEC Form N-CEN filed by Nuveen Municipal Credit Income Fund
- SEC Form N-CSR filed by Nuveen Municipal Credit Income Fund
- Large owner Bank Of America Corp /De/ bought $76,606 worth of shares (6,075 units at $12.61) and sold $76,029 worth of shares (6,075 units at $12.52) (SEC Form 4)
- Trustee Toth Terence J bought $84,965 worth of shares (6,677 units at $12.72) (SEC Form 4)
- SEC Form 3 filed by new insider Page Robert Tanner
- SEC Form N-23C-2 filed by Nuveen Municipal Credit Income Fund
- Large owner Bank Of America Corp /De/ bought $2,443 worth of shares (197 units at $12.40) and sold $2,442 worth of shares (197 units at $12.39) (SEC Form 4)
Latest SWZ
- SEC Form 4 filed by Dakos Andrew
- SEC Form 40-17G filed by Total Return Securities Fund
- SEC Form 4 filed by Dakos Andrew
- SEC Form 4 filed by Dakos Andrew
- SEC Form 3 filed by new insider Harris Ben H
- SEC Form 4 filed by Dakos Andrew
- Total Return Securities Fund Announces Annual Meeting
- SEC Form 4 filed by Dakos Andrew
- SEC Form 4 filed by Goldstein Phillip
- President and CEO Dakos Andrew bought $30,144 worth of shares (5,024 units at $6.00) (SEC Form 4)