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Dollar-Cost Averaging Calculator

See how investing a fixed amount regularly beats lump-sum and builds wealth over time.

Enter Details

$500
20 yrs
8%
$10,000

Results

DCA Final Portfolio Value$294,510
Total Amount Contributed$120,000
Total Gain from DCA$174,510
Lump Sum Final Value$46,610
Lump Sum Gain$36,610
Combined Strategy Value$331,120
Results are estimates for educational purposes only. Not financial advice.

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Frequently Asked Questions

What is dollar-cost averaging?

Dollar-cost averaging (DCA) means investing a fixed dollar amount at regular intervals regardless of market price. When prices are low you buy more shares; when prices are high you buy fewer. This removes the stress of trying to time the market and results in a lower average cost per share over time compared to a single purchase at a random price.

Is DCA better than lump sum investing?

Academic research (including Vanguard studies) shows lump-sum investing outperforms DCA about two-thirds of the time in rising markets, because more money is invested earlier. However DCA wins in falling markets and dramatically reduces the risk of investing everything at a peak. For regular income investors, DCA via payroll deductions is the natural and practical approach.

How do I start dollar-cost averaging?

The easiest way is to automate contributions to your 401k (every paycheck is DCA), set up automatic monthly transfers to a brokerage index fund, or use apps like Fidelity, Vanguard, Schwab or Robinhood with automatic investing features. Target low-cost index funds (expense ratio under 0.10%) for best long-term results.

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