Compare Tool

Compare different investments to analyze the impact on current and future income for changes in dividend rate, dividend growth, time, compounding, and contributions.

Tool Assumptions

• Current period income is based on end of previous period values.
• Contributions and reinvestment of income occur at end of a period.
• Previous period income grows at given yield growth rate.
• A period is a quarter.
• Quarter compounding was chosen to match the typical dividend frequency.
• Any estimated “Investment or Intrinsic Value” assumes no future growth and is period income divided by rate.

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The data and content included is believed to be reliable at the time provided and may change. We make no warranty to the accuracy of the data or tool output. Any content contained on this site is provided as general market commentary and does not constitute investment advice. Virtuous Cycle Capital shall not in any way be liable for claims, and make no expressed or implied representations or warranties as to the accuracy or completeness of the data and other information, or for statements or errors contained in or omissions from the obtained data and information referenced herein. The data and information are provided as of the date referenced and are subject to change without notice.

All investing is subject to risk, including the possible loss of the money you invest. Past performance is no guarantee of current or future returns.

This document was created for informational purposes only; the opinions expressed are solely those of the Virtuous Cycle Team and do not represent those of any of our affiliates.