|
Investment 1 | Investment 2 | |
Initial investment |
10,000
|
10,000
|
Regular investment |
500
|
500
|
Frequency? |
|
|
Start or end of period? |
|
|
Indexed at |
2.00%
|
2.00%
|
Start investing at age |
25
|
25
|
Stop investing at age |
50
|
50
|
Years of growth |
25
|
25
|
Rate of return (maximum 16%) |
5.00%
|
4.50%
|
Future value | $409,286 |
$377,129 |
Future Value of Investments
Investment 1
Investment 2
Difference
Results
Investment 1 grows to $409,286 while investment 2 grows to $377,129, a difference of $32,157.
Investment 1 grows to $409,286 while investment 2 grows to $377,129, a difference of $32,157.
Assumptions
Investment growth is tax-deferred. The rate of return on Investment 1 is compounded monthly. The rate of return on Investment 2 is compounded monthly.
Disclaimer
This calculator is for educational purposes only. All charts and illustrations are for illustrative purposes only and are not intended to illustrate the performance of any security or portfolio. You should not rely on the results as an indication of your financial needs and we recommend that you seek your own financial, investment, tax, legal or accounting advice nor shall the information herein be considered as investment advice or as a recommendation to enter into any transaction. Professional advice should be obtained prior to acting on the basis of this information. The deduction of advisory fees, brokerage or other commissions and any other expenses that would have been paid may not be reflected in the calculation results. ©Copyright 2025 Ativa Interactive Corp. All rights reserved. Powered by Ativa.com.
Investment growth is tax-deferred. The rate of return on Investment 1 is compounded monthly. The rate of return on Investment 2 is compounded monthly.
Disclaimer
This calculator is for educational purposes only. All charts and illustrations are for illustrative purposes only and are not intended to illustrate the performance of any security or portfolio. You should not rely on the results as an indication of your financial needs and we recommend that you seek your own financial, investment, tax, legal or accounting advice nor shall the information herein be considered as investment advice or as a recommendation to enter into any transaction. Professional advice should be obtained prior to acting on the basis of this information. The deduction of advisory fees, brokerage or other commissions and any other expenses that would have been paid may not be reflected in the calculation results. ©Copyright 2025 Ativa Interactive Corp. All rights reserved. Powered by Ativa.com.