NYSE:SWZ

Swiss Helvetia Fund (the) Stock Forecast

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$5.86
-0.0300 (-0.509%)
At Close: Jul 23, 2026
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Swiss Helvetia Fund Inc (The) stock upgraded to Sell Candidate
(Updated on Jul 23, 2026)

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Sell candidate since Jul 08, 2026 Loss -1.18%

The Swiss Helvetia Fund Inc (The) stock price fell by -0.509% on the last day (Thursday, 23rd Jul 2026) from $5.89 to $5.86. During the last trading day the stock fluctuated 1.20% from a day low at $5.85 to a day high of $5.92. The price has fallen in 6 of the last 10 days and is down by -1.51% for this period. Volume fell on the last day along with the stock, which is actually a good sign as volume should follow the stock. On the last day, the trading volume fell by -17 thousand shares and in total, 37 thousand shares were bought and sold for approximately $216.12 thousand.

The stock lies in the middle of a narrow and falling trend in the short term and further fall within the trend is signaled. Given the current short-term trend, the stock is expected to fall -2.50% during the next 3 months and, with a 90% probability hold a price between $5.64 and $5.80 at the end of this 3-month period. Do note, that if the stock price manages to stay at current levels or higher, our prediction target will start to change positively over the next few days as the conditions for the current predictions will be broken.

SWZ Signals & Forecast

There are few to no technical positive signals at the moment. The Swiss Helvetia Fund Inc (The) stock holds sell signals from both short and long-term Moving Averages giving a more negative forecast for the stock. Also, there is a general sell signal from the relation between the two signals where the long-term average is above the short-term average. On corrections up, there will be some resistance from the lines at $5.91 and $5.92. A break-up above any of these levels will issue buy signals. A sell signal was issued from a pivot top point on Tuesday, July 07, 2026, and so far it has fallen -2.01%. Further fall is indicated until a new bottom pivot has been found. Furthermore, there is currently a sell signal from the 3 month Moving Average Convergence Divergence (MACD). Volume fell along with the price during the last trading day, which is technical positive. One should, however, note that this stock may have low liquidity in periods, which increases the general risk.

Support, Risk & Stop-loss for Swiss Helvetia Fund Inc (The) stock

There is no support from accumulated volume below today's level and given the right condition the stock may perform very badly in the next couple of days.

In general the stock tends to have very controlled movements and therefore the general risk is considered very low. However, be aware of low or falling volume and make sure to keep an eye on the stock During the last day, the stock moved $0.0700 between high and low, or 1.20%. For the last week the stock has had daily average volatility of 0.690%

Our recommended stop-loss: We hold a negative evaluation for this stock. No stop-loss is set.

Trading Expectations (SWZ) For The Upcoming Trading Day Of Friday 24th

For the upcoming trading day on Friday, 24th we expect Swiss Helvetia Fund Inc (The) to open at $5.88, and during the day (based on 14 day Average True Range), to move between $5.84 and $5.88, which gives a possible trading interval of +/-$0.0439 (+/-0.75%) up or down from last closing price. If Swiss Helvetia Fund Inc (The) takes out the full calculated possible swing range there will be an estimated 0.75% move between the lowest and the highest trading price during the day.

With no support below and resistance from accumulated volume @ $5.94, some $0.0800 (1.37%) from the current price of $5.86, our system finds the risk reward not very attractive.

Is Swiss Helvetia Fund Inc (The) stock A Buy?

Swiss Helvetia Fund Inc (The) holds several negative signals and is within a narrow and falling trend, so we believe it will still perform weakly in the next couple of days or weeks. We therefore hold a negative evaluation of this stock. We have upgraded our analysis conclusion for this stock since the last evaluation from a Strong Sell to a Sell candidate.

Current score: -4.755 Sell Candidate Upgraded

Predicted Fair Opening Price

Predicted fair opening price on July 24, 2026 - $5.88 ( 0.284%).

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SWZ Performance

Trading levels for SWZ

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Fibonacci Support & Resistance Levels

Level Price
R3 5.95 1.48%
R2 5.92 1.02%
R1 5.90 0.741%
Price 5.86
S1 5.85 -0.172%
S2 5.83 -0.454%
S3 5.81 -0.91%

Accumulated Volume Support & Resistance Levels

Level Price
R3 6.06 3.41%
R2 5.96 1.71%
R1 5.94 1.37%
Price 5.86
S1 0 -
S2 0 -
S3 0 -

SWZ Dividend Payout History


# Declaration Date Ex-Date Pay Date Amount Yield
1 Mar 24, 2025 Apr 15, 2025 Apr 15, 2025 $3.00 46.88%
2 Mar 07, 2025 Mar 18, 2025 Mar 31, 2025 $0.146 1.58%
3 Dec 06, 2024 Dec 17, 2024 Dec 31, 2024 $0.146 1.95%
4 Sep 06, 2024 Sep 19, 2024 Sep 30, 2024 $0.129 1.44%
5 Jun 07, 2024 Jun 18, 2024 Jun 28, 2024 $0.129 1.60%

FAQ

What is the symbol for Swiss Helvetia Fund Inc (The) Stock and on which exchange is it traded?
The symbol for Swiss Helvetia Fund Inc (The) is SWZ and it is traded on the NYSE (New York Stock Exchange).

Should I buy or sell Swiss Helvetia Fund Inc (The) Stock?
Swiss Helvetia Fund Inc (The) holds several negative signals and is within a narrow and falling trend, so we believe it will still perform weakly in the next couple of days or weeks. We therefore hold a negative evaluation of this stock. We have upgraded our analysis conclusion for this stock since the last evaluation from a Strong Sell to a Sell candidate.

How to buy Swiss Helvetia Fund Inc (The) Stock?
Swiss Helvetia Fund Inc (The) Stock can be purchased through just about any brokerage firm, including online brokerage services.
Click here for our free guide on how to buy Swiss Helvetia Fund Inc (The) Stock.

What's the current price of Swiss Helvetia Fund Inc (The) Stock?
As of the end of day on the Jul 23, 2026, the price of an Swiss Helvetia Fund Inc (The) (SWZ) share was $5.86.

What is the 52-week high and low for Swiss Helvetia Fund Inc (The) Stock?
The 52-week high for Swiss Helvetia Fund Inc (The) Stock is $6.43 and the 52-week low is $5.84.

What is the market capitalization of Swiss Helvetia Fund Inc (The) Stock?
As of the Jul 23, 2026, the market capitalization of Swiss Helvetia Fund Inc (The) is 76.027M.
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ABOUT SWISS HELVETIA FUND INC (THE)
Swiss Helvetia Fund (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...
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