Electric Utilities Stocks: Dollar-cost Averaging for The Southern Company (SO)
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 2015/02/27 - 2025/02/14 | |
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Stock | SO |
Initial Price | $29.9981 |
Initial Investment | $1,000.00 |
Recurring Monthly Investment | $100.00 |
Initial # Shares Bought | 33.3354 |
DCA # Monthly Investments | 120 |
DCA Total Monthly Investments | $12,000.00 |
DCA # Monthly Shares Bought | 264.378 |
DCA Total Investments | $13,000.00 |
DCA Total # Shares | 297.714 |
Final Price | $85.5800 |
DCA Final Value of Total # Shares | $25,478.32 |
DCA Percent Return | 95.99% |
No DCA Total # Shares Bought | 33.3354 |
No DCA Final Value | $2,852.85 |
DCA Final Value - No DCA Final Value ($) | $22,625.48 |
DCA Final Value - No DCA Final Value (%) | 793.08% |
Stock Return Calculator |
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SO Stock Return Map - See Patterns of Gains and Losses
SO Stock Returns/Purchase Dates