Compare calculators
Both calculators run independently β change the inputs on either side to compare results.
Investing
Mutual Fund Calculator
Project the future value of a mutual fund position with an initial investment, monthly contributions, expected annual return, and expense ratio drag over a chosen horizon.
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
| Mutual Fund Calculator | Investment Return Calculator | |
|---|---|---|
| Category | Investing | Financial |
| Inputs required | 5 | 5 |
| Result | Future Value (USD) | Annualized Return Rate (%) |
| What it does | Project the future value of a mutual fund position with an initial investment, monthly contributions, expected annual return, and expense ratio drag over a chosen horizon. | 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. |