Dividend Investing Calculator
See how a dividend portfolio and its income could grow over time.
What you invest today.
Added every month. Use 0 if none.
Annual dividends ÷ price. Many dividend funds yield 2–5%.
How fast payouts rise. Most dividend growers raise 4–8% a year.
Advanced options
0% for IRAs and 401(k)s. About 15% for most taxable accounts.
Fund expense ratio and/or advisory fee.
Money taken out each year to live on. Taken monthly.
How far the Conservative and Optimistic cases move growth rates.
How it works: prices rise a little each month, dividends are paid quarterly and raised once a year, reinvested dividends buy shares at that month's price, and fees and withdrawals come out monthly. Taxes on withdrawals are not modeled. “Today's dollars” divides each year's figures by inflation up to that year.
End Balance
$0
Annual Dividends (Year N)
$0
Yield on Cost (Year N)
0%
Year-N dividends ÷ total invested
Total Contributions
$0
Total Withdrawals
$0
Money Lasts
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Range of outcomes
| Scenario | Dividend Growth | Price Growth | End Balance | Annual Dividends (Year N) | Money Lasts |
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Chart shows the year-end balance and that year's dividend income. Hover for details.
| Year | End Balance | Annual Dividends (Gross) | Yield on Cost | Total Contrib | Withdrawals | Total Dividends (cumulative, Gross) |
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Customized investment, retirement, and insurance planning for you, your business, and your family.
