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Market Cap 110.98M P/E - EPS this Y - Ern Qtrly Grth -25.80%
Income 18.83M Forward P/E - EPS next Y - 50D Avg Chg 2.00%
Sales 2.94M PEG - EPS past 5Y - 200D Avg Chg 6.00%
Dividend 7.00% Price/Book 0.96 EPS next 5Y - 52W High Chg -2.00%
Recommedations - Quick Ratio 6.29 Shares Outstanding 12.99M 52W Low Chg 28.00%
Insider Own 0.21% ROA 0.50% Shares Float - Beta 0.84
Inst Own 43.67% ROE 15.50% Shares Shorted/Prior 22.15K/23.44K Price 8.41
Gross Margin 100.00% Profit Margin 639.78% Avg. Volume 14,914 Target Price -
Oper. Margin -448.28% Earnings Date - Volume 2,752 Change -0.94%
About Swiss Helvetia Fund, Inc. (The)

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.

SWZ Chatroom

User Image TickerDD_com Posted - 4 months ago

From 6/13/2024, looking back across 21 Month-Ends for SWZ, Percentage Change of Average Monthly Price had More Positives (55%) while Percentage Change of Average Monthly Volume had All Positives (100%) $SWZ #SWZ #SWZStock #TickerDD #SWZPrice https://www.youtube.com/watch?v=o-UeucfXq68

User Image TickerDD_com Posted - 9 months ago

From 2/16/2024, looking back across 22 Month-Ends for SWZ, Percentage Change of Average Monthly Price had Equal (50%) while Percentage Change of Average Monthly Volume had All Positives (100%) $SWZ #SWZ #SWZStock #TickerDD #SWZPrice https://www.youtube.com/watch?v=hnYryNlkDTs

User Image tickeron Posted - 10 months ago

Wow this is a big change! $SWZ price may climb as it broke lower Bollinger Band. View odds of downtrend. https://srnk.us/go/4972396

User Image cctranscripts Posted - 10 months ago

Allspring Funds Management, LLC just provided an update on share ownership of Swiss Helvetia Fu https://www.conferencecalltranscripts.org/summary/?id=12862805 $SWZ

User Image EarningsInsider Posted - 11 months ago

The Swiss Helvetia Fund Sees Short Interest Decrease from 10,700 shares to 8,200 shares. $SWZ https://www.marketbeat.com/stocks/NYSE/SWZ/sh

User Image dividendinvestorbyeagle Posted - 11 months ago

$SWZ announced a dividend (Swiss Helvetia Fund Inc (The)) https://www.dividendinvestor.com/dn/5643324 http://dlvr.it/SzvKz8

User Image cctranscripts Posted - 1 year ago

Monthly Portfolio Investments Report on Form N-PORT (Public) https://www.conferencecalltranscripts.org/summary/?id=12727917 $SWZ

User Image stockilluminati Posted - 1 year ago

$SWZ https://www.stockilluminati.com/swz/filings.php - Swiss Helvetia Fund, Inc. (The) Common Stock files form NPORT-P/A today, check out the details.

User Image EarningsInsider Posted - 1 year ago

The Swiss Helvetia Fund Inc. Files SEC Form NPORT-P $SWZ https://www.marketbeat.com/stocks/NYSE/SWZ/sec-filings/

User Image cctranscripts Posted - 1 year ago

Monthly Portfolio Investments Report on Form N-PORT (Public) https://www.conferencecalltranscripts.org/summary/?id=12727470 $SWZ

User Image tickeron Posted - 1 year ago

Does this make you nervous? $SWZ price moved above its 50-day Moving Average. View odds of downtrend. https://srnk.us/go/4917302

User Image RETAlerts Posted - 1 year ago

$SWZ at 8.0 just landed on our momentum scanner, make sure it's on your watch list and as always, hunt those gaps!

User Image EarningsInsider Posted - 1 year ago

The Swiss Helvetia Fund Sees Short Interest Decrease from 8,300 shares to 6,800 shares. $SWZ https://www.marketbeat.com/stocks/NYSE/SWZ/sho

User Image ChartMill Posted - 1 year ago

$SWZ: THE SWISS HELVETIA FUND, INC. ANNOUNCES RESULTS OF THE 2023 ANNUAL MEETING OF STOCKHOLDERS https://www.chartmill.com/stock/quote/SWZ/news?utm_source=prnews-2023-9-15-the-swiss-helvetia-fund-inc-announces-results-of-the-2023-annual-meeting-of-stockholders&utm_medium=stocktwits&utm_campaign=pressRelease

User Image Stock_Titan Posted - 1 year ago

$SWZ THE SWISS HELVETIA FUND, INC. ANNOUNCES RESULTS OF THE 2023 ANNUAL MEETING OF STOCKHOLDERS https://www.stocktitan.net/news/SWZ/the-swiss-helvetia-fund-inc-announces-results-of-the-2023-annual-37gk1tyn29je.html

User Image Last10K Posted - 1 year ago

$SWZ just filed with the SEC a Financial Exhibit https://last10k.com/sec-filings/SWZ/0000894189-23-006988.htm?utm_source=stocktwits&utm_medium=forum&utm_campaign=8K&utm_term=SWZ

User Image cctranscripts Posted - 1 year ago

Presentation To The Annual General Meetingstefan Frischknecht, Fund Manager September 2023 Port https://www.conferencecalltranscripts.org/summary/?id=12535849 $SWZ

User Image dividendinvestorbyeagle Posted - 1 year ago

$SWZ div. rate decreased > 3% (Swiss Helvetia Fund Inc (The)) https://www.dividendinvestor.com/dividend-news/?symbol=swz http://dlvr.it/Svr1JJ

User Image dividendinvestorbyeagle Posted - 1 year ago

$SWZ announced a dividend (Swiss Helvetia Fund Inc (The)) https://www.dividendinvestor.com/dn/5571642 http://dlvr.it/SvnPJG

User Image ChartMill Posted - 1 year ago

$SWZ: THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY CASH DISTRIBUTION OF $0.12285 PER SHARE https://www.chartmill.com/stock/quote/SWZ/news?utm_source=prnews-2023-9-7-the-swiss-helvetia-fund-inc-declares-quarterly-cash-distribution-of-012285-per-share&utm_medium=stocktwits&utm_campaign=pressRelease

User Image Stock_Titan Posted - 1 year ago

$SWZ THE SWISS HELVETIA FUND, INC. DECLARES QUARTERLY CASH DISTRIBUTION OF $0.12285 PER SHARE https://www.stocktitan.net/news/SWZ/the-swiss-helvetia-fund-inc-declares-quarterly-cash-distribution-of-qxgz8je0b9ct.html

User Image stockilluminati Posted - 1 year ago

$SWZ https://www.stockilluminati.com/swz/filings.php - Swiss Helvetia Fund, Inc. (The) Common Stock files form N-CSRS today, check out the details.

User Image cctranscripts Posted - 1 year ago

Certified Shareholder Report, Semi-Annual https://www.conferencecalltranscripts.org/summary/?id=12518694 $SWZ

User Image tickeron Posted - 1 year ago

A.I.dvisor made a bearish call on $SWZ, netting in a 3.39% gain over 1 month https://srnk.us/go/4849738

User Image cctranscripts Posted - 08/31/23

Annual Report of proxy voting record of management investment companies https://www.conferencecalltranscripts.org/summary/?id=12505140 $SWZ

User Image StockInvest_us Posted - 08/22/23

Signal alert: $SWZ - Possible Runner https://stockinvest.us/l/04TFAwpaG4

User Image tickeron Posted - 1 year ago

A.I.dvisor made a bullish call on $SWZ, netting in a 3.02% gain over 2 weeks https://srnk.us/go/4826110

User Image dividendinvestorbyeagle Posted - 07/29/23

$SWZ hit 52 week high (Swiss Helvetia Fund Inc (The)) https://www.dividendinvestor.com/dividend-news/?symbol=swz http://dlvr.it/Sswwjc

User Image EarningsInsider Posted - 07/26/23

The Swiss Helvetia Fund Sees Short Interest Decrease from 14,300 shares to 7,100 shares. $SWZ https://www.marketbeat.com/stocks/NYSE/SWZ/sh

User Image cctranscripts Posted - 07/25/23

Other definitive proxy statements https://www.conferencecalltranscripts.org/summary/?id=12385565 $SWZ

Insider Trades Relationship Date Transactions Cost($) #Shares Value($) #Share Own SEC Form 4
Dakos Andrew President and CEO President and CEO Mar 03 Buy 8.82 1,000 8,820 3,000 03/04/22