Compare · ARES vs SOR
ARES vs SOR
Side-by-side comparison of Ares Management Corporation (ARES) and Source Capital Inc. Cmn Shs of BI (SOR): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both ARES and SOR operate in Investment Managers (Finance), so they compete in similar markets.
- ARES is the larger of the two at $47.15B, about 120.8x SOR ($390.3M).
- Over the past year, ARES is down 20.2% and SOR is up 5.6% - SOR leads by 25.8 points.
- ARES has been more active in the news (12 items in the past 4 weeks vs 1 for SOR).
- ARES has more recent analyst coverage (25 ratings vs 0 for SOR).
Ares Management Corporation
Ares Management Corporation operates as an alternative asset manager in the United States, Europe, and Asia. The company's Tradable Credit Group segment manages various types of investment funds, such as commingled and separately managed accounts for institutional investors, and publicly traded vehicles and sub-advised funds for retail investors in the tradable and non-investment grade corporate credit markets. Its Direct Lending Group segment provides financing solutions to small-to-medium sized companies. The company's Private Equity Group segment focuses on majority or shared-control investments primarily in under-capitalized companies. Its Real Estate Group segment invests in new developments and the repositioning of assets, with a focus on control or majority-control investments; and originates and invests in a range of self-originated financing opportunities for middle-market owners and operators of commercial real estate. The firm was previously known as Ares Management, L.P. Ares Management Corporation was founded in 1997 and is headquartered in Los Angeles, California with additional offices in the United States, Europe and Asia. Ares Management GP LLC is the general partner of the company.
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 ARES
- Co-President Jacobson Blair gifted 8,000 shares, decreasing direct ownership by 0.73% to 1,095,221 units (SEC Form 4)
- Ares Acquisition Corporation III Announces the Separate Trading of its Class A Ordinary Shares and Warrants Commencing August 20, 2026
- Amendment: SEC Form SCHEDULE 13G/A filed by Ares Management Corporation
- Amendment: SEC Form SCHEDULE 13G/A filed by Ares Management Corporation
- SEC Form 10-Q filed by Ares Management Corporation
- Director Bush Antoinette Cook was granted 1,728 shares, increasing direct ownership by 8% to 24,168 units (SEC Form 4)
- Director Bhutani Ashish was granted 1,728 shares, increasing direct ownership by 5% to 35,799 units (SEC Form 4)
- Director Naughton Eileen was granted 1,728 shares, increasing direct ownership by 25% to 8,586 units (SEC Form 4)
- Director Olian Judy D. was granted 1,728 shares, increasing direct ownership by 6% to 31,462 units (SEC Form 4)
- Director Lynton Michael was granted 1,728 shares, increasing direct ownership by 5% to 34,196 units (SEC Form 4)
Latest SOR
- 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
- SEC Form N-CEN filed by Source Capital Inc. Cmn Shs of BI