Compare calculators

Both calculators run independently — change the inputs on either side to compare results.

Investment Return Calculator

Calculate the annualized rate of return on an investment given its initial cost, additional contributions, final value, dividends received, and holding period. Use it to compare investments of different durations on a common, apples-to-apples basis.

Initial Investment ($)

Final Value ($)

Time Period (years)

Additional Contributions ($)

Dividends Received ($)

Financial

Retirement Savings Calculator

Project the size of your retirement nest egg given your current age, retirement age, monthly contribution, and expected investment return. Use it to test whether your current saving rate is on track for the retirement income you actually want and to see how much more you need to set aside each month to close any gap.

Current Age (years)

Retirement Age (years)

Monthly Contribution ($)

Expected Annual Return (%)

Key differences

	Investment Return Calculator	Retirement Savings Calculator
Category	Financial	Financial
Inputs required	5	4
Result	Annualized Return Rate (%)	Retirement Savings ($)
What it does	Calculate the annualized rate of return on an investment given its initial cost, additional contributions, final value, dividends received, and holding period. Use it to compare investments of different durations on a common, apples-to-apples basis.	Project the size of your retirement nest egg given your current age, retirement age, monthly contribution, and expected investment return. Use it to test whether your current saving rate is on track for the retirement income you actually want and to see how much more you need to set aside each month to close any gap.