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
Number of Years Dividend (Yearly) Dividend (Monthly) Capital Appreciation Reinvested Dividends Total Investment from You Portfolio 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.