NEW: We've expanded Stock Detail, Screener, and Maps with new data

Stock Detail, Screener:
3, 5, 10-Year Performance
EV/EBITDA, EV/Sales
Dividend Growth (1, 3, 5 Years)
EPS & Sales Growth (3 Years)

Maps:
All from Screener plus:
ROA, ROE, ROIC
Quick & Current Ratios
LT Debt and Debt to Equity Ratios
Gross, Operating, and Net Margins

Last Close
Jul 03 02:05PM ET
6.31
Dollar change
-0.01
Percentage change
-0.16
%
Index- P/E- EPS (ttm)- Insider Own- Shs Outstand12.99M Perf Week0.00%
Market Cap81.97M Forward P/E- EPS next Y- Insider Trans- Shs Float12.97M Perf Month0.32%
Enterprise Value- PEG- EPS next Q- Inst Own- Short Float0.10% Perf Quarter0.29%
Income- P/S- EPS this Y- Inst Trans- Short Ratio0.17 Perf Half Y22.55%
Sales- P/B- EPS next Y- ROA- Short Interest0.01M Perf YTD23.86%
Book/sh- P/C- EPS next 5Y- ROE- 52W High6.71 -5.94% Perf Year14.96%
Cash/sh- P/FCF- EPS past 3/5Y- - ROIC- 52W Low5.09 23.86% Perf 3Y18.63%
Dividend Est.- EV/EBITDA- Sales past 3/5Y- - Gross Margin- Volatility0.60% 0.94% Perf 5Y19.17%
Dividend TTM0.29 (4.53%) EV/Sales- EPS Y/Y TTM- Oper. Margin- ATR (14)0.07 Perf 10Y-16.36%
Dividend Ex-DateApr 15, 2025 Quick Ratio- Sales Y/Y TTM- Profit Margin- RSI (14)50.99 Recom-
Dividend Gr. 3/5Y-2.86% 30.75% Current Ratio- EPS Q/Q- SMA200.11% Beta0.81 Target Price-
Payout- Debt/Eq- Sales Q/Q- SMA500.18% Rel Volume1.82 Prev Close6.32
Employees- LT Debt/Eq- Earnings- SMA2006.64% Avg Volume79.61K Price6.31
IPOAug 19, 1987 Option/ShortNo / Yes EPS/Sales Surpr.- - Trades Volume144,526 Change-0.16%
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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.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
SELL MORITZ ADirectorJun 30 '25Buy6.341,81511,5073,400Jul 01 04:39 PM
HELLERMAN GERALDDirectorApr 02 '25Sale9.24413795,283Apr 03 04:05 PM
GOLDSTEIN PHILLIPDirectorJan 17 '25Sale8.454,53538,32112,248Jan 21 04:14 PM