Dollar cost averaging (DCA) in CSWC means investing a fixed amount at regular intervals, regardless of share price. This strategy reduces timing risk and builds wealth steadily through market ups and downs.
How This Calculator Works
Our DCA calculator simulates real market conditions using historical price data. It accounts for dividend reinvestment (DRIP), where each dividend payment automatically purchases additional shares. You can adjust the investment amount, frequency, time period, and compare against benchmarks like the S&P 500 and Nasdaq-100.
More CSWC Analysis
CSWC DCA Calculator
Dollar Cost Averaging — Capital Southwest Corporation
Same amount invested each month — only the day of purchase changes. How much does intra-month timing actually matter?
Best Timing DCA
StrategyBuy on monthly low
Total Return+102.6%
Final Value$97.2K
Perfectly timed — impossible in practice
Your DCA
StrategyBuy on 1st of month
Total Return+93.7%
Final Value$93.0K
Consistent — no timing needed
Worst Timing DCA
StrategyBuy on monthly high
Total Return+84.8%
Final Value$88.7K
Worst possible — still beats not investing
Best vs Worst gap17.7 pp
Your timing vs best-8.9%
Your timing vs worst+8.9%
If You Keep Investing…
Based on this stock's historical CAGR of 11.0%/yr — put in vs. walk away with.
Your Plan
At $500/mo, this could grow into:
3 Years$21K~1.2x your moneyfrom $18K invested
5 Years$39K~1.3x your moneyfrom $30K invested
10 Years$105K~1.8x your moneyfrom $60K invested
20 Years$404K~3.4x your moneyfrom $120K invested
Compare Other Monthly Amounts
Same CAGR assumption. Use this to pressure-test different monthly commitments.
Monthly
3 Years~1.2x your money
5 Years~1.3x your money
10 Years~1.8x your money
20 Years~3.4x your money
$100/mo
$4K+$609 est. gain
$8K+$2K est. gain
$21K+$9K est. gain
$81K+$57K est. gain
$250/mo
$11K+$2K est. gain
$20K+$5K est. gain
$53K+$23K est. gain
$202K+$142K est. gain
$500/mo
$21K+$3K est. gain
$39K+$9K est. gain
$105K+$45K est. gain
$404K+$284K est. gain
$1,000/mo
$42K+$6K est. gain
$78K+$18K est. gain
$211K+$91K est. gain
$808K+$568K est. gain
* Projection assumes historical CAGR of 11.0% continues. Actual returns will vary.
Your DCA Results by Date
77 purchases
Date
Price
Invested
Portfolio Value
% Gain
Gain ($)
Jan 2, 2020
$20.86
$10,000
$10,000
+0.00%
$0
Feb 3, 2020
$20.98
$10,500
$10,558
+0.55%
$58
Mar 2, 2020
$19.01
$11,000
$10,066
-8.49%
$-934
Apr 2, 2020
$9.00
$11,500
$5,457
-52.55%
$-6,043
May 4, 2020
$11.86
$12,000
$7,691
-35.91%
$-4,309
Jun 2, 2020
$14.49
$12,500
$9,896
-20.83%
$-2,604
Jul 2, 2020
$13.41
$13,000
$9,984
-23.20%
$-3,016
Aug 3, 2020
$13.39
$13,500
$10,469
-22.45%
$-3,031
Sep 2, 2020
$14.68
$14,000
$11,978
-14.44%
$-2,022
Oct 2, 2020
$14.40
$14,500
$12,669
-12.63%
$-1,831
Nov 2, 2020
$14.20
$15,000
$12,993
-13.38%
$-2,007
Dec 2, 2020
$17.35
$15,500
$16,376
+5.65%
$876
Jan 4, 2021
$17.83
$16,000
$17,945
+12.16%
$1,945
Feb 2, 2021
$18.83
$16,500
$19,451
+17.89%
$2,951
Mar 2, 2021
$22.16
$17,000
$23,391
+37.60%
$6,391
Apr 5, 2021
$22.94
$17,500
$25,397
+45.12%
$7,897
May 3, 2021
$24.39
$18,000
$27,502
+52.79%
$9,502
Jun 2, 2021
$26.91
$18,500
$30,844
+66.72%
$12,344
Jul 2, 2021
$25.02
$19,000
$29,855
+57.13%
$10,855
Aug 2, 2021
$24.94
$19,500
$30,260
+55.18%
$10,760
Sep 2, 2021
$27.09
$20,000
$33,368
+66.84%
$13,368
Oct 4, 2021
$26.18
$20,500
$33,535
+63.59%
$13,035
Nov 2, 2021
$25.95
$21,000
$33,741
+60.67%
$12,741
Dec 2, 2021
$26.75
$21,500
$35,281
+64.10%
$13,781
Jan 3, 2022
$25.47
$22,000
$35,395
+60.89%
$13,395
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Frequently Asked Questions
Common questions about DCA investing in CSWC
Investing $500 per month in Capital Southwest Corporation (CSWC) over the past 6 years would be worth approximately $93K today. That's +93.7% total return on $48K invested, with a +11.0% compound annual growth rate (CAGR). This includes $32K from reinvested dividends.