LGI vs BCHP
Comparison between Lazard Global Total Return and Income Fund Inc (LGI, ETF) and PRINCIPAL FOCUSED BLUE CHIP ETF (BCHP, ETF).
LGI vs BCHP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LGI
$239M
BCHP
$238M
Expense Ratio
LGI
N/A
BCHP
0.58%
Max Drawdown
LGI
67.17%
Winner
BCHP
19.09%
Sharpe Ratio
Winner
LGI
0.82
BCHP
-0.02
5Y Beta
Winner
LGI
0.75
BCHP
1.00
P/E Ratio
LGI
N/A
BCHP
26.11
Forward P/E
LGI
N/A
BCHP
23.54
PEG Ratio
LGI
N/A
BCHP
0.28
5Y Dividends CAGR
LGI
6.17%
BCHP
N/A
5Y EPS CAGR
LGI
N/A
BCHP
36.39%
Debt to Equity
LGI
N/A
BCHP
28.22%
P/S Ratio
LGI
N/A
BCHP
7.65
P/B Ratio
LGI
N/A
BCHP
8.65
LGI vs BCHP - Historical Returns
Returns include dividend reinvestment.
1M
LGI
+3.95%
Winner
BCHP
+8.01%
3M
Winner
LGI
+5.24%
BCHP
+2.64%
6M
LGI
-1.11%
Winner
BCHP
+10.27%
1Y
Winner
LGI
+17.18%
BCHP
+2.54%
5Y(CAGR)
LGI
+7.07%
BCHP
N/A
10Y(CAGR)
LGI
+13.07%
BCHP
N/A
Max(CAGR)
LGI
+8.52%
Winner
BCHP
+14.93%
LGI vs BCHP - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | LGI | BCHP |
|---|---|---|
| 2026 | +14.38% | +3.41% |
| 2025 | +21.51% | +10.71% |
| 2024 | +15.23% | +22.08% |
| 2023 | +11.58% | +12.89% |
| 2022 | -21.14% | N/A |
| 2021 | +25.87% | N/A |
| 2020 | +16.65% | N/A |
| 2019 | +31.99% | N/A |
| 2018 | -10.66% | N/A |
| 2017 | +38.76% | N/A |
| 2016 | +15.48% | N/A |
| 2015 | -10.65% | N/A |
| 2014 | -2.44% | N/A |
| 2013 | +21.92% | N/A |
| 2012 | +21.19% | N/A |
| 2011 | -5.56% | N/A |
| 2010 | +7.57% | N/A |
| 2009 | +29.91% | N/A |
| 2008 | -42.31% | N/A |
| 2007 | +11.82% | N/A |
| 2006 | +34.42% | N/A |
| 2005 | +1.49% | N/A |
| 2004 | +0.25% | N/A |
LGI vs BCHP Drawdown Comparison
The maximum drawdown for LGI was -63.35%, occurring on Mar 9, 2009. Recovery took 1262 trading sessions.
The maximum drawdown for BCHP was -18.56%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The current LGI drawdown is -1.11%. The current BCHP drawdown is -1.74%.
| Rank | LGI | BCHP |
|---|---|---|
| #1 | -63.35% Dec 31, 2007 - Jan 4, 2013 | -18.56% Jan 23, 2025 - Jun 6, 2025 |
| #2 | -42.90% Feb 19, 2020 - Sep 15, 2020 | -18.12% Oct 28, 2025 - Aug 3, 2026 |
| #3 | -34.82% Jul 3, 2014 - Apr 24, 2017 | -8.61% Sep 14, 2023 - Nov 10, 2023 |
| #4 | -32.83% Sep 3, 2021 - Aug 16, 2024 | -8.20% Jul 5, 2024 - Sep 17, 2024 |
| #5 | -24.45% Mar 16, 2018 - Jun 20, 2019 | -5.47% Dec 11, 2024 - Jan 23, 2025 |
| #6 | -21.93% Sep 27, 2024 - Jun 30, 2025 | -4.77% Mar 21, 2024 - May 7, 2024 |
| #7 | -21.25% Feb 25, 2026 - Mar 30, 2026 | -4.28% Sep 19, 2025 - Oct 28, 2025 |
| #8 | -18.75% May 10, 2004 - Dec 1, 2004 | -3.83% May 21, 2024 - Jun 21, 2024 |
| #9 | -14.31% Jul 13, 2007 - Oct 5, 2007 | -3.22% Aug 10, 2026 - Aug 20, 2026 |
| #10 | -13.89% May 20, 2013 - Dec 23, 2013 | -3.12% Nov 13, 2024 - Dec 4, 2024 |
| #11 | -10.00% May 10, 2006 - Aug 15, 2006 | -3.09% Jul 31, 2023 - Aug 29, 2023 |
| #12 | -9.74% Feb 26, 2007 - Apr 5, 2007 | -2.98% Jul 31, 2025 - Sep 19, 2025 |
| #13 | -8.86% Jan 29, 2018 - Mar 12, 2018 | -2.89% Dec 28, 2023 - Jan 12, 2024 |
| #14 | -8.25% Dec 26, 2013 - Mar 7, 2014 | -2.81% Jun 10, 2025 - Jun 26, 2025 |
| #15 | -7.76% Sep 16, 2020 - Nov 9, 2020 | -2.71% Sep 23, 2024 - Oct 14, 2024 |
Correlation
Correlation between LGI and BCHP is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
0.88
-101
Dividend Comparison (2004 - 2026)
LGI vs BCHP dividend yield comparison.
| Year | LGI | BCHP |
|---|---|---|
| 2026 | 6.58% | 0.00% |
| 2025 | 10.09% | 0.00% |
| 2024 | 9.19% | 1.02% |
| 2023 | 7.32% | 0.19% |
| 2022 | 10.22% | 0.00% |
| 2021 | 9.77% | 0.00% |
| 2020 | 7.18% | 0.00% |
| 2019 | 6.44% | 0.00% |
| 2018 | 19.89% | 0.00% |
| 2017 | 5.45% | 0.00% |
| 2016 | 6.94% | 0.00% |
| 2015 | 8.51% | 0.00% |
| 2014 | 7.89% | 0.00% |
| 2013 | 6.18% | 0.00% |
| 2012 | 7.81% | 0.00% |
| 2011 | 7.86% | 0.00% |
| 2010 | 7.17% | 0.00% |
| 2009 | 6.69% | 0.00% |
| 2008 | 12.06% | 0.00% |
| 2007 | 7.12% | 0.00% |
| 2006 | 10.36% | 0.00% |
| 2005 | 6.74% | 0.00% |
| 2004 | 3.23% | 0.00% |
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