Apollo Senior Floating Rate Fund Inc. (AFT)’s Financial Results Comparing With Principal Real Estate Income Fund (NYSE:PGZ)

Apollo Senior Floating Rate Fund Inc. (NYSE:AFT) and Principal Real Estate Income Fund (NYSE:PGZ) compete with each other in the Asset Management sector. We will analyze and compare their analyst recommendations, profitability, risk, institutional ownership, dividends, earnings and valuation.

Earnings & Valuation

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
Apollo Senior Floating Rate Fund Inc. 30.08M 7.82 4.07M 0.71 21.35
Principal Real Estate Income Fund N/A 0.00 N/A 0.00 0.00

Table 1 shows the gross revenue, earnings per share and valuation for Apollo Senior Floating Rate Fund Inc. and Principal Real Estate Income Fund.

Profitability

Table 2 provides the return on equity, net margins and return on assets of the two firms.

Net Margins Return on Equity Return on Assets
Apollo Senior Floating Rate Fund Inc. -13.53% 0% 0%
Principal Real Estate Income Fund 0.00% 0% 0%

Dividends

Apollo Senior Floating Rate Fund Inc. shareholders receive an annual dividend of $1.15 per share which is subject to 7.64% dividend yield. No dividend is paid out by Principal Real Estate Income Fund

Institutional and Insider Ownership

Roughly 27.82% of Apollo Senior Floating Rate Fund Inc. shares are owned by institutional investors while 0% of Principal Real Estate Income Fund are owned by institutional investors. Comparatively, Principal Real Estate Income Fund has 16.82% of it’s share owned by insiders.

Performance

Here are the Weekly, Monthly, Quarterly, Half Yearly, Yearly and YTD Performance of both pretenders.

Performance (W) Performance (M) Performance (Q) Performance (HY) Performance (Y) Performance (YTD)
Apollo Senior Floating Rate Fund Inc. 0.53% 3.01% 1.73% -5.61% -7.4% 4.73%
Principal Real Estate Income Fund 1.19% 2.41% 5.3% -3.19% 7.91% 8.1%

For the past year Apollo Senior Floating Rate Fund Inc.’s stock price has smaller growth than Principal Real Estate Income Fund.

Summary

Apollo Senior Floating Rate Fund Inc. beats on 5 of the 8 factors Principal Real Estate Income Fund.

Apollo Senior Floating Rate Fund Inc. is a closed ended fixed income mutual fund launched and managed by Apollo Credit Management, LLC. The Fund invests in fixed income markets. It primarily invests in senior secured loans made to companies whose debt is rated below investment grade. The Fund employs a conservative approach to credit selection that focuses on collateral coverage, structural seniority, and credit fundamentals, with emphasis on leading defensible market positions, stable companies with positive cash flow, and proven management teams. It benchmarks the performance of its portfolios against the S&P/LSTA Leveraged Loan Index. Apollo Senior Floating Rate Fund Inc. was formed on February 23, 2011 and is domiciled in United States.