What is this?

A fast, educational sandbox to explore long-term dividend growth.
Plug in a ticker, choose your contribution plan, and see how dividends and price appreciation could build over time.

Dividend Growth Calculator

shortcode • annual compounding
Lookup uses a secure server‑side proxy. Set your API key in Settings → Dividend Calculator.
Number of YearsDividend (Yearly)Dividend (Monthly)Capital AppreciationReinvested DividendsTotal Investment from YouPortfolio Value

How to use

  • Enter a ticker (e.g., FSMDX, FZIPX, FNILX, FZROX, FITLX) and click Lookup to auto-fill Starting Yield, Dividend CAGR, and Price CAGR from recent history.
  • Set your Daily Contribution, Starting Principal, and Dividend Tax Rate.
  • Choose whether to Reinvest Dividends. Then hit Calculate (it also updates live as you type).
  • Use Export CSV to download the results for your notes or spreadsheets.
What assumptions does this model make?

Annual compounding; dividends each year are based on the beginning-of-year portfolio and the current yield;
dividend yield grows by your Dividend CAGR; after-tax dividends are reinvested if toggled on;
contributions are added at year end. This is a simplified model—no fees, slippage, or capital-gains tax are modeled.

Heads-up: This is for education only and shows a stylized projection based on historical inputs you select. It is not investment advice.