Compare · AGM vs SWZ
AGM vs SWZ
Side-by-side comparison of Federal Agricultural Mortgage Corporation (AGM) and Total Return Securities Fund (SWZ): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both AGM and SWZ operate in Finance Companies (Finance), so they compete in similar markets.
- AGM is the larger of the two at $2.38B, about 19.7x SWZ ($120.9M).
- AGM has been more active in the news (6 items in the past 4 weeks vs 4 for SWZ).
- AGM has more recent analyst coverage (6 ratings vs 0 for SWZ).
Federal Agricultural Mortgage Corporation
Federal Agricultural Mortgage Corporation provides a secondary market for various loans made to borrowers in the United States. It operates through four segments: Farm & Ranch, USDA (United States Department of Agriculture) Guarantees, Rural Utilities, and Institutional Credit. The Farm & Ranch segment purchases and retains eligible mortgage loans that are secured by first liens on agricultural real estate; securitizes eligible mortgage loans, and guarantees the timely payment of principal and interest on securities representing interests in or obligations secured by pools of mortgage loans; and issues long-term standby purchase commitments (LTSPC) on designated eligible mortgage loans. The USDA Guarantees segment purchases portions of certain agricultural and rural development loans guaranteed by the USDA. The Rural Utilities segment purchases and guarantees securities that are backed by loans for electric or telecommunications facilities by lenders organized as cooperatives to borrowers; and purchases eligible rural utilities loans and guarantees of securities backed by those loans, as well as LTSPCs for pools of eligible rural utilities loans. The Institutional Credit segment guarantees and purchases general obligations of lenders and other financial institutions that are secured by pools of loans eligible under the Farmer Mac's Farm & Ranch, USDA Guarantees, or Rural Utilities lines of business. Federal Agricultural Mortgage Corporation was founded in 1987 and is headquartered in Washington, District of Columbia.
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.
Latest AGM
- Director Wilcher Lajuana S gifted 225 units of Class C Non-Voting Common Stock, decreasing direct ownership by 6% to 3,342 units (SEC Form 4)
- Federal Agricultural Mortgage Corporation filed SEC Form 8-K: Leadership Update, Regulation FD Disclosure, Financial Statements and Exhibits
- Farmer Mac Names Nader Pasdar as Executive Vice President - Chief Business Officer
- Federal Agricultural Mortgage Corporation filed SEC Form 8-K: Other Events, Financial Statements and Exhibits
- Farmer Mac Declares Quarterly Dividends on Common and Preferred Stock
- EVP - Chief Risk Officer Brinch Brian M returned $113,269 worth of Class C Non-Voting Common Stock to the company (476 units at $237.96), exercised 939 units of Class C Non-Voting Common Stock at a strike of $120.38 and covered exercise/tax liability with 225 units of Class C Non-Voting Common Stock, increasing direct ownership by 2% to 10,334 units (SEC Form 4) to satisfy tax liability
- SEC Form 10-Q filed by Federal Agricultural Mortgage Corporation
- Federal Agricultural Mortgage Corporation filed SEC Form 8-K: Results of Operations and Financial Condition, Regulation FD Disclosure, Financial Statements and Exhibits
- Farmer Mac Reports Second Quarter 2026 Results
- Federal Agricultural Mortgage Corporation filed SEC Form 8-K: Regulation FD Disclosure, Financial Statements and Exhibits
Latest SWZ
- 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)
- Director Sell Moritz A bought $8,780 worth of shares (1,483 units at $5.92), increasing direct ownership by 7% to 21,729 units (SEC Form 4)
- Secretary Goldstein Phillip bought $35,581 worth of shares (5,980 units at $5.95), increasing direct ownership by 5% to 119,214 units (SEC Form 4)
- President and CEO Dakos Andrew bought $29,601 worth of shares (5,000 units at $5.92) (SEC Form 4)
- Director Sell Moritz A bought $24,156 worth of shares (4,091 units at $5.90), increasing direct ownership by 25% to 20,246 units (SEC Form 4)
- Director Sell Moritz A bought $11,820 worth of shares (2,000 units at $5.91), increasing direct ownership by 14% to 16,155 units (SEC Form 4)