The peer table above lists closed-end funds with the same asset class and broad strategy as Source Capital, Inc. (SOR). Compare expense ratio, AUM, and dividend yield to evaluate alternatives.
How does SOR compare to other closed-end funds in its category?
Each peer row shows expense ratio and AUM alongside SOR so you can spot meaningful gaps: a 0.40% expense ratio vs a 0.06% peer is a real cost difference compounded over the long term. Click any peer to open its full analysis.
What is the expense ratio of SOR?
Source Capital, Inc. (SOR) charges an expense ratio of 0.98%. This is the annual fee deducted from fund assets to cover management and operations.
