SWZ (Swiss Helvetia Fund) Moat Score: 2/10 (As of Jun. 27, 2026)


SWZ Swiss Helvetia Fund Inc SWZ
37 GF Score
Price $5.90
! 2 Warning Signs
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What is Swiss Helvetia Fund Moat Score?

Swiss Helvetia Fund SWZ -0.67% 37 Moat Score is 2 as of Jun. 27, 2026. GuruFocus rates SWZ with a GF Score™ of 37/100. The stock has 2 warning signs investors should review. Among 1,698 Asset Management companies, Swiss Helvetia Fund ranks better than 80.09% on this metric.

Swiss Helvetia Fund has the Moat Score of 2, which implies that the company might have No Moat - Very weak/transient advantages.

Swiss Helvetia Fund has No Moat: Swiss Helvetia Fund Inc operates in the investment fund industry with minimal barriers to entry and low customer switching costs. It lacks significant brand strength, intellectual property, and cost advantages, resulting in a very weak competitive position.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Swiss Helvetia Fund might have No Moat - Very weak/transient advantages.

Swiss Helvetia Fund  (NYSE:SWZ) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Swiss Helvetia Fund Moat Score Related Terms

SWZ vs PNI, GLV, NMS: Moat Score Comparison

For the Asset Management subindustry, Swiss Helvetia Fund's Moat Score, along with its competitors' market caps and Moat Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Swiss Helvetia Fund Moat Score vs Asset Management Industry

For the Asset Management industry and Financial Services sector, Swiss Helvetia Fund's Moat Score distribution charts can be found below:

* The bar in red indicates where Swiss Helvetia Fund's Moat Score falls into.


SWZ
37GF Score
Swiss Helvetia Fund Inc SWZ
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 2 mean?
Swiss Helvetia Fund (SWZ) has a Moat Score of 2 as of Jun. 27, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Swiss Helvetia Fund ranks #338 out of 1698 companies in the Asset Management industry, placing it in the top 19.9%.
Is Swiss Helvetia Fund's Moat Score too high?
Swiss Helvetia Fund's current Moat Score is 2. Based on the distribution chart, Swiss Helvetia Fund ranks #338 out of 1698 companies in the Asset Management industry, which is in the top quartile — a strong position relative to peers. Overall, Swiss Helvetia Fund has a GF Score™ of 37/100, reflecting its overall financial health beyond just this single metric.
How does Swiss Helvetia Fund's Moat Score compare to PNI and GLV?
According to the Asset Management industry distribution chart, Swiss Helvetia Fund ranks #338 out of 1698 companies for Moat Score. This places Swiss Helvetia Fund in the top 20% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for an Asset Management company?
A good Moat Score depends on the Asset Management industry context. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. Swiss Helvetia Fund's current Moat Score is 2. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Swiss Helvetia Fund stock overvalued right now?
Swiss Helvetia Fund (SWZ) has a current Moat Score of 2. The current Moat Score is 2. Swiss Helvetia Fund's overall GF Score™ is 37/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Swiss Helvetia Fund (SWZ), the current Moat Score is 2 as of Jun. 27, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Swiss Helvetia Fund Business Description

Address c/o Ultimus Fund Solutions, LLC, 225 Pictoria Avenue, Suite 450, Cincinnati, OH, USA, 45246
Swiss Helvetia Fund Inc is a non-diversified, closed-end investment company. Its investment objective is to seek long-term capital appreciation through investment in equity and equity-linked securities of Swiss companies. It actively manages investment solutions spanning public and private markets, wealth management, and Solutions.
37GF Score

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Moat Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

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