DCA final balance

$294,510

After investing $500/month for 20 years.

Total invested

$120,000

240 monthly contributions of $500.

Investment growth

$174,510

Returns earned on top of your contributions.

Portfolio breakdown

Your contributions: $120,000

Investment growth: $174,510

DCA vs lump sum comparison

If you invested the same $120,000 as a lump sum today, it would grow to $559,315 — $264,805 more than DCA. Lump sum typically wins mathematically, but DCA reduces timing risk and is more practical for most people.

Start: Today

Latest: Year 20

Final value: $294,510

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