Calculator Uni

Dollar-Cost Averaging Calculator

Compare investing a lump sum against steady monthly buying.

Two strategies
$
mo
%
yrs

Lump sum ends at

$53,271

vs. $51,033 for DCA

Expected DCA cost

$2,238

Monthly DCA amount

$2,000

With positive expected returns, lump-sum wins on average; DCA trades some expected return for lower regret if markets fall early.

The honest trade-off

Markets rise most of the time, so investing everything immediately beats spreading it out about two-thirds of history (Vanguard's classic finding). DCA's value is behavioral: it caps the pain of investing right before a drop, which keeps people invested at all.

When DCA is simply right

Investing from each paycheck is DCA by necessity, not choice — and it's optimal, since the money arrives over time anyway. The lump-vs-DCA question only applies to windfalls: inheritances, bonuses, and sales proceeds.

Related calculators