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 $14.71B, about 38.3x SOR ($384.4M).
- Over the past year, APOS is down 1.3% and SOR is up 13.9% - SOR leads by 15.2 points.
- SOR has been more active in the news (3 items in the past 4 weeks vs 2 for APOS).
- Company
- Apollo Global Management Inc. 7.625% Fixed-Rate Resettable Jun
- Source Capital Inc. Cmn Shs of BI
- Price
- $25.90+0.35%
- $46.37+0.06%
- Market cap
- $14.71B
- $384.4M
- 1M return
- +1.61%
- +2.82%
- 1Y return
- -1.33%
- +13.89%
- Industry
- Investment Managers
- Investment Managers
- Exchange
- NYSE
- NYSE
- IPO
- 1987
- News (4w)
- 2
- 3
- 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 DEFA14A filed by Apollo Global Management Inc. 7.625% Fixed-Rate Resettable Jun
- SEC Form DEF 14A 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: Results of Operations and Financial Condition, Regulation FD Disclosure
- Apollo Global Management Inc. 7.625% Fixed-Rate Resettable Jun filed SEC Form 8-K: Entry into a Material Definitive Agreement, Creation of a Direct Financial Obligation, Other Events
- Amendment: SEC Form SCHEDULE 13G/A filed by Apollo Global Management Inc. 7.625% Fixed-Rate Resettable Jun
- SEC Form FWP filed by Apollo Global Management Inc. 7.625% Fixed-Rate Resettable Jun
- SEC Form 305B2 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: Other Events
- SEC Form 10-K filed by Apollo Global Management Inc. 7.625% Fixed-Rate Resettable Jun
- Chief Legal Officer Chatterjee Whitney covered exercise/tax liability with 4,899 shares, decreasing direct ownership by 3% to 136,490 units (SEC Form 4)
Latest SOR
- 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
- SEC Form N-CSR filed by Source Capital Inc. Cmn Shs of BI
- SEC Form 5 filed by Richards Karen E
- Source Capital Inc. Cmn Shs of BI filed SEC Form 8-K: Other Events, Financial Statements and Exhibits
- Source Capital Announces U.S. Federal Tax Treatment of 2025 Dividends