Popular Mutual Funds: Dollar-cost Averaging for Delaware Smid Cap Growth A (DFCIX)
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 - 2024/07/23 | |
|---|---|
| Stock | DFCIX |
| Initial Price | $8.0641 |
| Initial Investment | $1,000.00 |
| Recurring Monthly Investment | $100.00 |
| Initial # Shares Bought | 124.0064 |
| DCA # Monthly Investments | 108 |
| DCA Total Monthly Investments | $10,800.00 |
| DCA # Monthly Shares Bought | 879.156 |
| DCA Total Investments | $11,800.00 |
| DCA Total # Shares | 1,003.163 |
| Final Price | $16.0700 |
| DCA Final Value of Total # Shares | $16,120.83 |
| DCA Percent Return | 36.62% |
| No DCA Total # Shares Bought | 124.0064 |
| No DCA Final Value | $1,992.78 |
| DCA Final Value - No DCA Final Value ($) | $14,128.04 |
| DCA Final Value - No DCA Final Value (%) | 708.96% |
| Stock Return Calculator | |
DFCIX Performance Table and Chart
DFCIX Compare Returns with S&P 500
DFCIX Correlation with S&P 500
DFCIX Trendline Chart
DFCIX Moving Average Chart
DFCIX Stock Return Map - See Patterns of Gains and Losses
DFCIX Stock Returns/Purchase Dates