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Investment Compound Growth Calculator (Dollar Cost Averaging)

Starting amount (enter 0 if none)

Amount invested each month (Dollar Cost Averaging)

Historical S&P 500 average: ~10% (use 7-8% for conservative estimate)

Increase monthly contributions each year (e.g., 3% for raises/inflation)

Understanding Dollar Cost Averaging (DCA)

What is Dollar Cost Averaging? Investing a fixed amount regularly (weekly, monthly) regardless of market conditions, rather than investing a lump sum all at once.

How DCA Works:
  • Invest $500/month every month for 30 years
  • When market is down, $500 buys more shares
  • When market is up, $500 buys fewer shares
  • Over time, you average out your purchase price
  • Compound interest works on all your accumulated shares
Key Benefits:
  • Lower Risk: Don't worry about market timing
  • Discipline: Automated investing builds wealth systematically
  • Emotional Control: Less stress than trying to time the market
  • Accessibility: Start with small amounts, grow over time
Example:
  • $500/month for 30 years = $180,000 contributed
  • At 8% annual return = ~$745,000 final value
  • Investment gains = $565,000 (3.1x your contributions!)

Best Practice: Set up automatic monthly transfers from your checking to your investment account. "Pay yourself first" before spending.