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Dividend vs growth portfolio

Calculate Dividend vs growth portfolio instantly with the exact formula and a worked example.

Dividend vs growth portfolio

Capital$
Termyears
Dividend yield of dividend portfolio%
Price growth of dividend portfolio%
Dividend yield of growth portfolio%
Price growth of growth portfolio%
Tax on dividends and gains%
Growth portfolio ahead by
262,835$
Dividends are reinvested after taxLong-term holding tax benefit not includedSimplified model, not investment adviceCalculate Dividend vs growth portfolio instantly with the exact formula and a worked example.
Dividend portfolio after taxes
2 327 476$
Growth portfolio after taxes
2 590 311$
Dividends received (dividend portfolio)
929 233$
Verdict
Growth portfolio is better

More about: Dividend vs growth portfolio

What it calculates

The “Dividend vs growth portfolio” calculator computes Growth portfolio ahead by in $ from 7 parameters: capital ($), period (years), dividend yield of dividend portfolio (%), price growth of dividend portfolio (%), dividend yield of growth portfolio (%), price growth of growth portfolio (%), tax on dividends and gains (%).

A handy everyday calculator for daily tasks.

Example calculation

With parameters Capital = 1,000,000 $, Period = 10 years, Dividend yield of dividend portfolio = 7 %, Price growth of dividend portfolio = 3 %, Dividend yield of growth portfolio = 1 %, Price growth of growth portfolio = 10 %, Tax on dividends and gains = 13 % the result is 262,835 $ (Dividends are reinvested after tax).

How to use

  1. Enter capital, period, dividend yield of dividend portfolio, price growth of dividend portfolio, dividend yield of growth portfolio, price growth of growth portfolio and tax on dividends and gains — each field above is adjustable with a slider.
  2. Growth portfolio ahead by ($) is calculated automatically as you type.
  3. Check the worked example below to see the formula applied to real numbers.
  4. Copy the result or bookmark this calculator.

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FAQ

How is Dividend vs growth portfolio calculated?
The Dividend vs growth portfolio calculator computes Growth portfolio ahead by (in $) from capital, period, dividend yield of dividend portfolio, price growth of dividend portfolio, dividend yield of growth portfolio, price growth of growth portfolio, tax on dividends and gains. Enter your values above and the exact formula is applied instantly; a worked example with real numbers is shown below.
Is the Dividend vs growth portfolio calculator free?
Yes. It is completely free, needs no signup, runs entirely in your browser, and sends no data to any server.

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