Using common charting software, how can I best compare total returns of a mutual fund vs. total return of a stock, with dividend reinvestment (DRIP) in each case?

Frequently the easy to get charts show price alone, without regard to dividend payment.

Ideally I'd like to find a charting service where I can enter my marginal tax rate for post-tax effects, subtract out any load or sales charge, and compare with a total return version of an index (e.g. S&P 500 TR).

1 Answer 1


I found this DRIP calculator http://www.dividendchannel.com/drip-returns-calculator/ at a website called "Dividend Channel". Total return with DRIP

However it does not account for tax loss (e.g. the taxes due on gains).

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