stoxline Quote Chart Rank Option Currency Glossary
The Swiss Helvetia Fund Inc. (SWZ)
7.74  0.113 (1.49%)    11-29 10:20
Open: 7.675
High: 7.74
Volume: 7,610
Pre. Close: 7.6266
Low: 7.66
Market Cap: 101(M)
Technical analysis
2023-11-29 10:49:55 AM
Short term     
Mid term     
Targets 6-month :  9.04 1-year :  10.55
Resists First :  7.73 Second :  9.04
Pivot price 7.57
Supports First :  7.35 Second :  7.11
MAs MA(5) :  7.67 MA(20) :  7.53
MA(100) :  7.86 MA(250) :  7.94
MACD MACD :  0 Signal :  0
%K %D K(14,3) :  92.4 D(3) :  93.4
RSI RSI(14): 65.1
52-week High :  8.56 Low :  7.11
Price, MAs and Bollinger Bands

Price has closed above its short-term moving average. Short-term moving average is currently above mid-term; and below long-term moving average. From the relationship between price and moving averages: This stock is BULLISH in short-term; and NEUTRAL in mid-long term.
[ SWZ ] has closed below upper band by 7.5%. Bollinger Bands are 12.6% narrower than normal. The current width of the bands does not suggest anything about the future direction or movement of prices.

Stock Price Prediction
If tomorrow: Open lower Open higher
High: 7.66 - 7.7 7.7 - 7.73
Low: 7.52 - 7.57 7.57 - 7.61
Close: 7.55 - 7.63 7.63 - 7.7
Company Description

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.

Headline News

Tue, 31 Oct 2023
The Swiss Helvetia Fund Inc. (NYSE:SWZ) Shares Acquired by ... - Defense World

Tue, 17 Oct 2023
Income Portfolio –– 38 CEFs Worth Exploring - Seeking Alpha

Mon, 20 Mar 2023
Tento týden nabídne dividendy od Philip Morris Int., Altria, Broadcom ... -

Thu, 02 May 2019
Closed-End Fund Ratings - Forbes

Wed, 02 Mar 2016
500 Highest Yield Dividend Stocks | 4%+ High Yield Stocks - MarketBeat

Wed, 29 Nov 2023

Financial Analysis
Price to Book Value:
P/BV, a ratio used to compare book value to its current market price, to gauge whether a stock is valued properly.
Price to Earnings:
PE, the ratio for valuing a company that measures its current share price relative to its earnings per share (EPS).
Discounted cash flow:
DCF, a valuation method used to estimate the value of an investment based on its expected future cash flows.
Return on Assets:
ROA, indicates how profitable a company is in relation to its total assets, how efficiently uses assets to generate a profit.
Return on Equity:
ROE, a measure of financial performance calculated by dividing net income by equity. a gauge of profitability and efficiency.
Debt to Equity:
evaluate financial leverage, reflects the ability of equity to cover outstanding debts in the event of a business downturn.
Stock Basics & Statistics
Financial Services
Asset Management
Shares Out 13 (M)
Shares Float 0 (M)
Held by Insiders 0.2 (%)
Held by Institutions 39.2 (%)
Shares Short 7 (K)
Shares Short P.Month 36 (K)
Stock Financials
EPS 1.51
EPS Est Next Qtrly 0
EPS Est This Year 0
EPS Est Next Year 0
Book Value (p.s.) 9.69
Profit Margin 679.8 %
Operating Margin 62.6 %
Return on Assets (ttm) 0.4 %
Return on Equity (ttm) 16.8 %
Qtrly Rev. Growth -0.9 %
Gross Profit (p.s.) 0.23
Sales Per Share 0.22
EBITDA (p.s.) 0
Qtrly Earnings Growth 0 %
Operating Cash Flow 13 (M)
Levered Free Cash Flow 3 (M)
Stock Valuations
PE Ratio 5.09
PEG Ratio 0
Price to Book value 0.79
Price to Sales 33.73
Price to Cash Flow 8.01
Stock Dividends
Dividend 0.11
Forward Dividend 0
Dividend Yield 1.5%
Dividend Pay Date Invalid DateTime.
Ex-Dividend Date Invalid DateTime.

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