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 $37.61B, about 97.8x SOR ($384.4M).
- Over the past year, ARES is down 24.9% and SOR is up 13.9% - SOR leads by 38.8 points.
- ARES has been more active in the news (5 items in the past 4 weeks vs 3 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
- SEC Form DEFA14A filed by Ares Management Corporation
- SEC Form DEF 14A filed by Ares Management Corporation
- Touchstone Funds Earn 2026 LSEG Lipper Awards for 10-Year Performance
- Whitestone REIT to Be Acquired by Ares for $1.7 Billion
- E.G. Morse to Join Ares as Head of Asia Credit and Dinesh Goel and Gabriel Fong Appointed as Co-Heads of the Asia Special Situations Strategy
- Ares Raises Combined $5.4 Billion for U.S. and Europe Value-Add Real Estate Strategies
- Ares Management Corporation Schedules Earnings Release and Conference Call for the First Quarter Ending March 31, 2026
- Town Lane and Gillon Property Group Acquire Watters Creek Village
- Ares Capital Corporation Schedules Earnings Release For The First Quarter Ended March 31, 2026
- Ares Management Corporation filed SEC Form 8-K: Regulation FD Disclosure
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