LGI vs TSPX
Comparison between Lazard Global Total Return and Income Fund Inc (LGI, ETF) and TWIN OAK ACTIVE OPPORTUNITIES ETF (TSPX, ETF).
LGI vs TSPX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
LGI
$239M
TSPX
$239M
Expense Ratio
LGI
N/A
TSPX
1.01%
Max Drawdown
LGI
67.17%
Winner
TSPX
8.14%
Sharpe Ratio
LGI
0.82
Winner
TSPX
1.23
5Y Beta
LGI
0.75
Winner
TSPX
0.56
5Y Dividends CAGR
LGI
6.17%
TSPX
N/A
LGI vs TSPX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LGI
+3.56%
TSPX
+2.82%
3M
Winner
LGI
+5.84%
TSPX
+2.24%
6M
LGI
-0.47%
Winner
TSPX
+9.15%
1Y
Winner
LGI
+16.74%
TSPX
+15.70%
5Y(CAGR)
LGI
+7.01%
TSPX
N/A
10Y(CAGR)
LGI
+13.00%
TSPX
N/A
Max(CAGR)
LGI
+8.51%
Winner
TSPX
+16.95%
LGI vs TSPX - Annual Returns (2004 - 2026)
Returns include dividend reinvestment.
| Year | LGI | TSPX |
|---|---|---|
| 2026 | +13.95% | +9.85% |
| 2025 | +21.51% | +15.44% |
| 2024 | +15.23% | N/A |
| 2023 | +11.58% | N/A |
| 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 TSPX Drawdown Comparison
The maximum drawdown for LGI was -63.35%, occurring on Mar 9, 2009. Recovery took 1262 trading sessions.
The maximum drawdown for TSPX was -7.80%, occurring on Apr 8, 2025. Recovery took 55 trading sessions.
The current LGI drawdown is -1.48%. The current TSPX drawdown is -1.50%.
| Rank | LGI | TSPX |
|---|---|---|
| #1 | -63.35% Dec 31, 2007 - Jan 4, 2013 | -7.80% Feb 21, 2025 - May 12, 2025 |
| #2 | -42.90% Feb 19, 2020 - Sep 15, 2020 | -6.81% Jan 28, 2026 - Apr 14, 2026 |
| #3 | -34.82% Jul 3, 2014 - Apr 24, 2017 | -3.72% Oct 28, 2025 - Dec 10, 2025 |
| #4 | -32.83% Sep 3, 2021 - Aug 16, 2024 | -3.39% Jun 2, 2026 - Aug 3, 2026 |
| #5 | -24.45% Mar 16, 2018 - Jun 20, 2019 | -2.19% Oct 8, 2025 - Oct 24, 2025 |
| #6 | -21.93% Sep 27, 2024 - Jun 30, 2025 | -1.98% Jan 12, 2026 - Jan 27, 2026 |
| #7 | -21.25% Feb 25, 2026 - Mar 30, 2026 | -1.89% May 19, 2025 - Jun 3, 2025 |
| #8 | -18.75% May 10, 2004 - Dec 1, 2004 | -1.86% Dec 11, 2025 - Dec 23, 2025 |
| #9 | -14.31% Jul 13, 2007 - Oct 5, 2007 | -1.75% Jul 28, 2025 - Aug 8, 2025 |
| #10 | -13.89% May 20, 2013 - Dec 23, 2013 | -1.63% Aug 13, 2026 - Aug 20, 2026 |
| #11 | -10.00% May 10, 2006 - Aug 15, 2006 | -1.56% May 14, 2026 - May 26, 2026 |
| #12 | -9.74% Feb 26, 2007 - Apr 5, 2007 | -1.44% Dec 24, 2025 - Jan 6, 2026 |
| #13 | -8.86% Jan 29, 2018 - Mar 12, 2018 | -1.13% Aug 14, 2025 - Aug 26, 2025 |
| #14 | -8.25% Dec 26, 2013 - Mar 7, 2014 | -1.02% Sep 22, 2025 - Oct 1, 2025 |
| #15 | -7.76% Sep 16, 2020 - Nov 9, 2020 | -0.99% Aug 28, 2025 - Sep 4, 2025 |
Correlation
Correlation between LGI and TSPX is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2004 - 2026)
LGI vs TSPX dividend yield comparison.
| Year | LGI | TSPX |
|---|---|---|
| 2026 | 6.60% | 0.00% |
| 2025 | 10.09% | 2.15% |
| 2024 | 9.19% | 0.00% |
| 2023 | 7.32% | 0.00% |
| 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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