Compare calculators
Both calculators run independently β change the inputs on either side to compare results.
Investing
Dollar Cost Averaging Calculator
Estimate the future value of a dollar-cost-averaging (DCA) strategy where you invest a fixed monthly amount over a chosen period, given an assumed average annual return and a volatility multiplier. Use it to project the outcome of regular index-fund contributions or to compare DCA against a lump-sum alternative.
Fill in the required fields to see your result.
Financial
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.
Fill in the required fields to see your result.
Key differences
| Dollar Cost Averaging Calculator | Investment Return Calculator | |
|---|---|---|
| Category | Investing | Financial |
| Inputs required | 4 | 5 |
| Result | Estimated Portfolio Value ($) | Annualized Return Rate (%) |
| What it does | Estimate the future value of a dollar-cost-averaging (DCA) strategy where you invest a fixed monthly amount over a chosen period, given an assumed average annual return and a volatility multiplier. Use it to project the outcome of regular index-fund contributions or to compare DCA against a lump-sum alternative. | 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. |