Dividend Reinvestment (DRIP) Calculator

Project the growth of an investment when dividends are automatically reinvested, compared with taking dividends as cash.

Inputs

Starting amount invested.

Expected annual share-price appreciation.

Annual dividend as a percentage of value.

Holding period.

Result

Ending value (with DRIP)
$56,044.11
vs $43,107.03 taking dividends as cash
  • With dividends reinvested$56,044.11
  • Price appreciation only$32,071.35
  • Dividends taken as cash (accrued)$11,035.68
  • Total without DRIP$43,107.03
  • DRIP advantage$12,937.08
  • Total return multiple5.60ร—
Not financial advice โ€” A simplified model assuming constant price growth and a constant dividend yield reinvested annually. It is pre-tax; in a taxable account, reinvested dividends are still taxed in the year received.

Step-by-step

  1. With DRIP, value compounds at price growth + yield: $10,000.00 ร— (1 + 0.06 + 0.03)^20 = $56,044.11.
  2. Without DRIP, only price compounds: $32,071.35, plus $11,035.68 of dividends taken as cash = $43,107.03.
  3. Reinvesting dividends adds $12,937.08 over 20 years through compounding.

How to use this calculator

  • Enter the initial investment amount.
  • Enter the expected annual price growth and the dividend yield.
  • Enter the holding period in years.
  • Compare the ending value with DRIP against taking dividends as cash.

About this calculator

A dividend reinvestment plan (DRIP) automatically uses the cash dividends a stock or fund pays to buy more shares, rather than paying them out as cash. Those extra shares then earn their own dividends and price appreciation, so returns compound on a growing base โ€” the same engine that makes long-term equity investing so powerful. This calculator contrasts two paths for the same investment: reinvesting every dividend (DRIP), where the total return compounds at roughly the sum of price growth and dividend yield, versus taking dividends as cash, where only the share price compounds and the dividends pile up un-grown on the side. Over long horizons the DRIP advantage can be substantial. The model assumes constant rates for clarity; remember that in a taxable account, reinvested dividends are still taxed in the year they are paid.

How it works โ€” the formula

With DRIP: Value = P ยท (1 + g + y)^t Without DRIP: Price = P ยท (1 + g)^t, Cash dividends = ฮฃ yยทPยท(1+g)^i (g = price growth, y = dividend yield)

Reinvesting compounds price growth and yield together; taking cash compounds only price growth and leaves dividends un-grown.

Worked examples

Example 1
$10,000, 6% price, 3% yield, 20 yr
Inputs:
principal=10000, priceGrowth=6, divYield=3, years=20
Output:
with DRIP โ‰ˆ $56,044
Example 2
$10,000, 6%, 0% yield, 20 yr
Inputs:
principal=10000, priceGrowth=6, divYield=0, years=20
Output:
DRIP = price-only โ‰ˆ $32,071
Example 3
$5,000, 4%, 4%, 30 yr
Inputs:
principal=5000, priceGrowth=4, divYield=4, years=30
Output:
with DRIP โ‰ˆ $43,219

Limitations

  • Constant rates; real prices and dividends vary.
  • Pre-tax โ€” taxable accounts owe tax on reinvested dividends.
  • Annual compounding approximation of intra-year reinvestment.

Illustrative projection, not investment advice or a performance guarantee.

Frequently asked

A dividend reinvestment plan automatically reinvests the dividends a security pays back into more shares of that security, often commission-free and including fractional shares. It harnesses compounding by putting dividends to work immediately rather than holding them as idle cash.

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