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 $37.66B, about 99.8x SOR ($377.3M).
- Over the past year, ARES is down 23.4% and SOR is up 0.9% - SOR leads by 24.3 points.
- ARES has hit the wire 11 times in the past 4 weeks while SOR has been quiet.
- 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
- Middle River Power Acquires Panoche Energy Center from Ares
- Sabey Data Center Properties Secures Additional Investment from Ares to Support Continued Growth
- Ares Management Corporation Updates the Time of Its Earnings Conference Call for the Third Quarter Ending September 30, 2026
- Awayday Announces Strategic Investment from Warburg Pincus
- Wells Fargo initiated coverage on Ares Management with a new price target
- ARES CAPITAL CORPORATION SCHEDULES EARNINGS RELEASE FOR THE THIRD QUARTER ENDED SEPTEMBER 30, 2026
- Ares Raises $4.2 Billion for Inaugural Global Structured Solutions Strategy
- Ares Provides $2 Billion Debt Facility to Phoenix Tower International
- Ares Strengthens Commitment to Plenitude Through €1 Billion Capital Contribution
- Ares Management Corporation filed SEC Form 8-K: Regulation FD Disclosure
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