Compare · SWZ vs TY
SWZ vs TY
Side-by-side comparison of Total Return Securities Fund (SWZ) and Tri Continental Corporation (TY): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both SWZ and TY operate in Finance Companies (Finance), so they compete in similar markets.
- TY is the larger of the two at $1.89B, about 15.6x SWZ ($120.9M).
- Over the past year, SWZ is down 6.5% and TY is up 10.7% - TY leads by 17.2 points.
- Both names hit the wire about 3 times in the past 4 weeks.
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.
Tri Continental Corporation
Tri-Continental Corporation is a closed ended equity mutual fund launched and managed by Columbia Management Investment Advisers, LLC. It primarily invests in the public equity markets of the United States. The fund invests in stocks of companies that operate across diversified sectors. It seeks to invest in stocks of large-cap companies. The fund benchmarks the performance of its portfolio against S&P 500 Index. Tri-Continental Corporation was formed in January 1929 and is domiciled in the United States.
Latest SWZ
- 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)
- 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
Latest TY
- Portfolio Manager of Issuer Jin Yan sold $87,175 worth of Tri-Continental Corporation Common Stock (2,500 units at $34.87), decreasing direct ownership by 16% to 12,919 units (SEC Form 4)
- SEC Form 8-K filed by Tri Continental Corporation
- Tri-Continental Corporation Declares Second Quarter Distribution
- SEC Form DEF 14A filed by Tri Continental Corporation
- SEC Form 3 filed by new insider Wiley Christie M
- SEC Form 8-K filed by Tri Continental Corporation
- Tri-Continental Corporation Announcements Regarding 96th Annual Meeting of Stockholders
- SEC Form N-CEN filed by Tri Continental Corporation
- SEC Form N-CSR filed by Tri Continental Corporation
- SEC Form 8-K filed by Tri Continental Corporation