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 carries a market cap of $1.83B.
- SWZ has hit the wire 1 time in the past 4 weeks while TY has been quiet.
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
- Secretary Goldstein Phillip bought $28,637 worth of shares (5,000 units at $5.73) (SEC Form 4)
- Director Sell Moritz A bought $11,530 worth of shares (2,000 units at $5.76), increasing direct ownership by 7% to 30,246 units (SEC Form 4)
- President and CEO Dakos Andrew bought $115,814 worth of shares (20,000 units at $5.79), increasing direct ownership by 50% to 60,000 units (SEC Form 4)
- SEC Form N-CSRS filed by Total Return Securities Fund
- Director Sell Moritz A bought $17,940 worth of shares (3,000 units at $5.98), increasing direct ownership by 12% to 28,246 units (SEC Form 4)
- Secretary Das Rajeev P bought $18,181 worth of shares (3,066 units at $5.93), increasing direct ownership by 918% to 3,400 units (SEC Form 4)
- SEC Form N-PX filed by Total Return Securities Fund
- Director Sell Moritz A bought $5,910 worth of shares (1,000 units at $5.91), increasing direct ownership by 4% to 25,246 units (SEC Form 4)
- SEC Form SCHEDULE 13G filed by Total Return Securities Fund
- 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)
Latest TY
- SEC Form 424B3 filed by Tri Continental Corporation
- SEC Form N-CSRS filed by Tri Continental Corporation
- SEC Form 8-K filed by Tri Continental Corporation
- Tri-Continental Corporation Declares Third Quarter Distribution
- SEC Form N-PX filed by Tri Continental Corporation
- SEC Form 8-K filed by Tri Continental Corporation
- Tri-Continental Corporation Holds 96th Annual Meeting of Stockholders
- 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