Compare · APOS vs SOR
APOS vs SOR
Side-by-side comparison of Apollo Global Management Inc. 7.625% Fixed-Rate Resettable Jun (APOS) and Source Capital Inc. Cmn Shs of BI (SOR): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both APOS and SOR operate in Investment Managers (Finance), so they compete in similar markets.
- APOS is the larger of the two at $14.38B, about 38.1x SOR ($377.3M).
- Over the past year, APOS is down 4.3% and SOR is up 0.9% - SOR leads by 5.1 points.
- APOS has hit the wire 1 time in the past 4 weeks while SOR has been quiet.
- Company
- Apollo Global Management Inc. 7.625% Fixed-Rate Resettable Jun
- Source Capital Inc. Cmn Shs of BI
- Price
- $25.10-0.52%
- $46.13+2.36%
- Market cap
- $14.38B
- $377.3M
- 1M return
- -2.79%
- +0.93%
- 1Y return
- -4.27%
- +0.86%
- Industry
- Investment Managers
- Investment Managers
- Exchange
- NYSE
- NYSE
- IPO
- 1987
- News (4w)
- 1
- 0
- Recent ratings
- 0
- 0
Source Capital Inc. Cmn Shs of BI
Source Capital, Inc. is a close-ended balanced fund launched and managed by First Pacific Advisors, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in the stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of small to mid cap companies. It employs fundamental analysis with a bottom-up stock selection approach, focusing on such factors as high liquidity, relatively unleveraged balance sheets, and long-term ability to earn above-average returns on capital to create its portfolio. The fund benchmarks the performance of its portfolio against the Russell 2500 Index, the S&P 500 Index, and the Nasdaq Composite Index. Source Capital, Inc. was formed in June 1, 1968 and is domiciled in the United States.
Latest APOS
- SEC Form 8-K filed by Apollo Global Management Inc. 7.625% Fixed-Rate Resettable Jun
- Apollo Global Management Inc. 7.625% Fixed-Rate Resettable Jun filed SEC Form 8-K: Regulation FD Disclosure
- Officer Belardi James Richard gifted 38,605 shares, decreasing direct ownership by 51% to 37,708 units (SEC Form 4)
- Amendment: SEC Form D/A filed by Apollo Global Management Inc. 7.625% Fixed-Rate Resettable Jun
- Apollo Global Management Inc. 7.625% Fixed-Rate Resettable Jun filed SEC Form 8-K: Regulation FD Disclosure
- Chief Financial Officer Kelly Martin gifted 1,534 shares and sold $422,535 worth of shares (3,000 units at $140.84), decreasing direct ownership by 1% to 396,533 units (SEC Form 4)
- New insider Ldb 2025 Llc claimed ownership of 3,000,000 shares (SEC Form 3)
- SEC Form 144 filed by Apollo Global Management Inc. 7.625% Fixed-Rate Resettable Jun
- Apollo Global Management Inc. 7.625% Fixed-Rate Resettable Jun filed SEC Form 8-K: Regulation FD Disclosure
- Amendment: SEC Form 8-K/A filed by Apollo Global Management Inc. 7.625% Fixed-Rate Resettable Jun
Latest SOR
- SEC Form N-CSRS filed by Source Capital Inc. Cmn Shs of BI
- SEC Form N-PX filed by Source Capital Inc. Cmn Shs of BI
- Source Capital Declares September, October, and November 2026 Distribution on Common Stock
- SEC Form N-2 filed by Source Capital Inc. Cmn Shs of BI
- SEC Form 5 filed by Atwood J Richard
- Source Capital Declares June, July, and August 2026 Distribution on Common Stock
- SEC Form 40-APP filed by Source Capital Inc. Cmn Shs of BI
- SEC Form DEF 14A filed by Source Capital Inc. Cmn Shs of BI
- Source Capital Inc. Cmn Shs of BI filed SEC Form 8-K: Other Events, Financial Statements and Exhibits
- FPA Nominated for 2026 US Morningstar Awards for Investing Excellence, Exemplary Stewardship Award