Investment Return Comparison Calculator
Compare outcomes across different returns under identical investment conditions.
Investment Return Comparison Calculator
A tool that applies the same investment conditions to multiple return assumptions to compare future balances, projected earnings, and growth differences.
How to use
Enter the initial investment, monthly contribution, duration, and compounding frequency as common conditions. Add targets, set each price return and dividend yield, then select ‘Calculate Comparison Results’ to compare final balances and growth paths.
What is a scenario comparison?
A scenario comparison is not a return forecast. It is a sensitivity analysis showing how one return assumption changes a long-term result while the other investment conditions remain the same.
Calculation basis and formula
Every target uses the same initial investment, end-of-month contribution, duration, and compounding frequency. Only the annual return formed from each target's price return and dividend yield changes when final balances and earnings are calculated.
How to read the comparison
Differences between targets isolate the effect of the entered return assumptions. A higher projected balance does not indicate that the return is more likely or that the scenario offers a better risk-adjusted outcome.
What the calculation excludes
Changing returns, sequence of losses, volatility, taxes, fees, inflation, and differences in asset risk are not included. Results are neither asset recommendations nor forecasts of future performance.
Ways to use the result
Use the comparison to explore conservative, baseline, and optimistic return ranges or contrast different combinations of price return and dividend yield. Keeping the duration and contribution conditions identical makes the effect of each return assumption easier to see.