DCA Calculator

Dollar Cost Averaging Calculator

Enter your investment amount, frequency, and time horizon to see how dollar cost averaging compounds your wealth over time. Adjust the expected return rate to model conservative or aggressive scenarios.

$
$25$5,000
1 yr40 yrs
1%20%

The S&P 500 has averaged ~10% annually since 1926 (before inflation).

Total contributed

$52,000

Projected value

$89,387

Investment growth

$37,387

+72% return

Yr 1
$5,474
Yr 2
$11,523
Yr 3
$18,207
Yr 4
$25,594
Yr 5
$33,757
Yr 6
$42,778
Yr 7
$52,746
Yr 8
$63,762
Yr 9
$75,935
Yr 10
$89,387
ContributionsGrowth
YearContributedValue
1$5,200$5,474
2$10,400$11,523
3$15,600$18,207
4$20,800$25,594
5$26,000$33,757
6$31,200$42,778
7$36,400$52,746
8$41,600$63,762
9$46,800$75,935
10$52,000$89,387

This calculator provides hypothetical projections for illustrative purposes only. Actual results will vary. Returns are not guaranteed and past performance is not indicative of future results. Investing involves risk, including possible loss of principal. This is not investment advice.

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Investing involves risk, including possible loss of principal. Dollar Cost Average is not a registered investment adviser. View disclosures

DCA Calculator — Frequently Asked Questions

What is a DCA calculator?

A DCA (dollar cost averaging) calculator shows how a fixed recurring investment grows over time with compound returns. You enter your investment amount, frequency, expected return rate, and time horizon to project your future portfolio value.

How does the DCA calculator work?

The calculator applies a compound growth formula to your recurring contribution. Each period, your contribution is added and the entire balance is multiplied by the periodic return rate (annual rate divided by number of periods per year). The result is your projected portfolio value at the end of the chosen time horizon.

What return rate should I use in the DCA calculator?

The S&P 500 has returned approximately 10% per year on average over the past 50+ years (before inflation). A 7% rate is commonly used to account for inflation. For conservative projections use 6%; for aggressive projections use 10–12%. Always remember past returns don't guarantee future results.

How much does $500 a month grow to in 20 years?

At a 10% average annual return, $500/month invested for 20 years grows to approximately $382,000. At 7% (inflation-adjusted), it grows to roughly $262,000. Starting earlier dramatically increases the final value due to compound growth.

Is it better to invest weekly or monthly?

Weekly investing provides more price averaging points than monthly, which can slightly reduce timing risk. However, the difference in long-term returns is minimal — what matters most is consistency and starting early. Choose whichever frequency aligns with your paycheck schedule.