Northwest Bancshares vs SRH Total Return Fund

Northwest Bancshares (Northwest Bancshares, Inc.) and SRH Total Return Fund (SRH Total Return Fund Inc) are the subjects of this page, which compares business models, financial performance, and market context in a neutral, accessible way. The comparison covers strategy, governance, and operating context without recommendations or endorsements. Educational content, not financial advice.

Comparison Snapshot

Key Financial Metrics

NWBI

Metric

STEW

$1.80B

Market Cap

$1.73B

3.94%

Potential Profit

N/A

Hold

Analyst Rating

N/A

Investment Analysis

Northwest Bancshares

NWBI

Pros

Northwest Bancshares offers a high dividend yield near 6.5%, appealing to income-focused investors.
Recent acquisition of Penns Woods Bancorp has expanded its footprint and contributed to strong revenue growth.
Net interest margin remains robust at 3.56%, supporting profitability in a rising rate environment.

Considerations

The company operates primarily in a limited geographic region, increasing exposure to local economic conditions.
Loan portfolio is heavily weighted towards commercial real estate, which can be sensitive to interest rate changes.
Recent merger activity introduces integration risks and potential execution challenges.

SRH Total Return Fund

STEW

Pros

SRH Total Return Fund provides diversified exposure to global equities and fixed-income securities, reducing single-stock risk.
The fund has a low expense ratio compared to peers, enhancing net returns for investors.
It maintains a disciplined investment approach focused on dividend-paying value stocks and income generation.

Considerations

As a closed-end fund, STEW often trades at a significant discount to net asset value, which may persist or widen.
Portfolio concentration is relatively high, with only 25 holdings, increasing vulnerability to individual security performance.
Performance is closely tied to broader market cycles, making it sensitive to equity and interest rate volatility.

About The Companies

Northwest Bancshares (NWBI)

Northwest Bancshares, Inc. is a bank holding company for its primary subsidiary, Northwest Bank, a Pennsylvania-chartered savings bank. It operates as a full-service financial institution, providing a comprehensive line of banking services for both individuals and businesses. This includes current and savings accounts, commercial and consumer loans, and wealth management services. With a network of approximately 151 full-service financial centres and additional drive-up locations, its operations are concentrated in Pennsylvania, New York, Ohio, and Indiana. The bank's main lending activities focus on residential mortgages, consumer loans such as car finance, and commercial real estate loans. Its funding is primarily sourced from customer deposits and borrowings. For investors, Northwest Bancshares represents a traditional, regionally focused banking institution with a diverse service offering. However, like any bank, its performance can be influenced by regional economic conditions and interest rate changes.

SRH Total Return Fund (STEW)

SRH Total Return Fund, Inc. (ticker: STEW) is a non-diversified, closed-end investment fund. Its primary objective is to achieve a total return, which combines potential capital growth and income from its investments. The fund is known for its highly flexible investment strategy, allowing it to invest in both equity and fixed-income securities of domestic and international companies of any size. This means it isn't restricted by geography or market capitalisation. The fund's sub-adviser aims to keep portfolio turnover low to help minimise trading costs. Its portfolio often includes well-known companies such as Berkshire Hathaway, Microsoft, and JPMorgan Chase & Co. It's important to remember that as an investment, its value can fall as well as rise, and returns are not guaranteed. The fund is managed by investment adviser Paralel Advisors LLC.

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6% Interest on Cash

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Comparison Snapshot

Investment Analysis

Northwest Bancshares

Pros

Considerations

SRH Total Return Fund

Pros

Considerations

About The Companies

Buy NWBI or STEW in Nemo

Zero Commission

Trusted & Regulated

6% Interest on Cash

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Comparison Snapshot

About The Companies