Bank Stocks: Dollar-cost Averaging for Wells Fargo (WFC)
Dollar-cost averaging calculator assumes a $1,000 initial investment and a recurring $100 monthly investment.
All values are based on monthly closes adjusted for splits and dividends from Alpha Vantage.
| Dollar-cost Average Calculator Monthly Investments 2015/07/31 - 2025/07/09 | |
|---|---|
| Stock | WFC |
| Initial Price | $43.5397 |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 |
| Initial # Shares Bought | 22.9675 |
| DCA # Monthly Investments | 120 |
| DCA Total Monthly Investments | $12,000.00 |
| DCA # Monthly Shares Bought | 293.893 |
| DCA Total Investments | $13,000.00 |
| DCA Total # Shares | 316.861 |
| Final Price | $81.7900 |
| DCA Final Value of Total # Shares | $25,916.05 |
| DCA Percent Return | 99.35% |
| No DCA Total # Shares Bought | 22.9675 |
| No DCA Final Value | $1,878.52 |
| DCA Final Value - No DCA Final Value ($) | $24,037.53 |
| DCA Final Value - No DCA Final Value (%) | 1,279.60% |
| Stock Return Calculator | |
WFC Dividend Chart
WFC Compare Returns with S&P 500
WFC Correlation with S&P 500
WFC Trendline Chart
WFC Moving Average Chart
WFC Stock Return Map - See Patterns of Gains and Losses
WFC Stock Returns/Purchase Dates