Indexing Vs. Direct Investing (Calculator)

[dehartk]

Thanks for the calculator. Although some have criticized it as not being suitable for certain purposes, it does provide a simple method of visualizing the impact of indexing.

 

[jboussea]

As DHK mentioned .. it needs some more features and to be a true calculator for consumers but it can be valuable for advisors/agents with a few minor tweaks.. as long as the agents realize what it's missing..

I would love to have an IRR field for both rather than just a graph... also any reason taht this only goes back to '95?

you definitely need to add the returns with dividend on the direct investing side..

 

[TampaHound]

It's a very good idea. I can't wait to see the new and improved version.