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Dollar-Cost Averaging Calculator

Enter a monthly contribution, an expected annual return and a time horizon to project the future value of a dollar-cost averaging plan, year by year.

What dollar-cost averaging does

Dollar-cost averaging means investing a fixed dollar amount on a fixed schedule regardless of price. When prices are high your money buys fewer shares; when prices fall it buys more. The result is an average cost per share that is lower than the average price over the period, and, more importantly for most people, a rule that keeps you investing when the headlines are ugly. If you contribute to a 401(k) from every paycheck, you are already doing it.

The math behind the projection is the future value of an annuity. With contributions at the start of each month, FV = C x [((1 + r)^n - 1) / r] x (1 + r), where C is the monthly contribution, r is the annual return divided by 12 and n is the number of months. Any starting balance grows separately as FV = P x (1 + r)^n and is added on.

A worked example

Invest $500 a month for 20 years at an assumed 7% annual return, compounded monthly. Here r = 0.07 / 12 = 0.0058333 and n = 240, so (1 + r)^n = 4.0387. The annuity factor is (4.0387 - 1) / 0.0058333 = 520.93, times $500 gives $260,465, and multiplying by (1 + r) for start-of-month timing gives about $261,983.

You contributed $120,000 of your own money, so roughly $142,000 of the ending balance is growth - more than half. Push the same plan to 30 years and the projection rises to about $613,500 on $180,000 of contributions. The extra decade does most of the work, which is the practical argument for starting early rather than saving more later.

Using this with a 401(k) or IRA

For a 401(k), enter your own payroll deferral plus any employer match as the monthly contribution - a 50% match on the first 6% of pay is an immediate 50% return and belongs in the number. The 2025 elective deferral limit is $23,500 with a $7,500 catch-up at age 50 or older; IRA contributions are capped at $7,000 with a $1,000 catch-up. Check current IRS figures, because they are indexed each year.

Two adjustments make the projection more honest. Subtract fund expenses from your return assumption: a 0.05% index fund barely dents it, a 1% advisory fee plus a 0.6% fund turns 7% into 5.4% and cuts the 20-year result by roughly a fifth. And remember these are nominal dollars. At 3% inflation, $261,983 in 20 years buys what about $145,000 buys today, so run the inflation calculator alongside this one.

Finally, the return box is an assumption, not a promise. US large-cap stocks have returned roughly 10% a year nominal over the very long run, with drops of 30% or more along the way. Many planners model 6% to 7% for a stock-heavy portfolio and less for a mixed one.

Frequently asked questions

Is dollar-cost averaging better than investing a lump sum?

Historically, investing a lump sum immediately has beaten spreading it out about two thirds of the time, simply because markets rise more often than they fall. Dollar-cost averaging wins on behavior and on cash flow: most people invest from a paycheck and cannot deploy a lump sum anyway.

What return should I assume?

Something you can defend. A globally diversified stock portfolio is often modeled at 6% to 7% nominal, a balanced 60/40 portfolio at around 5% to 6%. Run a pessimistic case too - the difference between 5% and 8% over 30 years is roughly double the ending balance.

Does this account for taxes?

No. In a 401(k) or traditional IRA, growth is untaxed until withdrawal and distributions are taxed as ordinary income. In a Roth account, qualified withdrawals are tax-free. In a taxable brokerage account, dividends are taxed yearly and gains at long-term capital gains rates when sold.

Why compound monthly instead of annually?

Because contributions arrive monthly. Monthly compounding of a nominal annual rate matches how a contribution schedule actually works and gives a slightly higher result than annual compounding - about 0.23 percentage points of extra effective yield at a 7% nominal rate.