Dollar-Cost Averaging Calculator — Smart Investment Strategy Planner

Dollar-Cost Averaging Calculator

Calculate the power of dollar-cost averaging (DCA) for your investments. Compare regular investing strategies and see how consistent contributions can grow your portfolio over time.

Step 1: Investment Details

years

Understanding Dollar-Cost Averaging

Dollar-cost averaging involves investing a fixed amount regularly regardless of market conditions. This strategy reduces the impact of volatility and lowers the average cost per share over time.

Step 2: Market Details

% per year

About Expected Returns

Historical average annual returns: S&P 500: ~7% after inflation, Bonds: ~3-5%, High-risk investments: 10%+. Past performance doesn’t guarantee future results.

DCA Investment Results

Summary
Strategy Comparison
Growth Breakdown

Projected Portfolio Value After DCA

$17,308.48
Total Invested: $12,000.00 • Gain: $5,308.48
Total Invested
$12,000.00
Total Gain
$5,308.48
Average Cost Per Share
$95.42
Annualized Return
7.0%

Investment Strategy Comparison

Strategy Total Invested Final Value Total Gain Annual Return

Investment Growth Breakdown

DCA Calculation Formula

Future Value of Regular Investments: FV = P × [((1 + r)^nt – 1) / r]

Where P = periodic investment, r = periodic interest rate, n = number of compounds per year, t = time in years. This formula calculates the future value of regular investments with compound interest.

Need Professional Investment Advice?

Connect with our financial experts for personalized investment strategies, portfolio analysis, and long-term wealth building recommendations.

Get Professional Advice