Comparison

DCA vs lump sum — same total dollars

Invest the same total as weekly S&P 500 DCA, but as one lump on day one. Hover the chart for any week.

Weekly DCALump sum (same total)
Window2015-01-022026-08-282015-01-022026-08-28
Contributed$304,500$304,500
DCA / lump value$795,146$1,376,164
SteadyGrow$1,029,838$1,029,838

Weekly DCA

2015-01-022026-08-28

$500/week · Weekly DCA · S&P 500

Contributed$304,500
Blind DCA value$795,146
Return+161.1%
SteadyGrow value$1,029,838
vs blind DCA+$234,692
Lump sum (same capital)$1,376,164
S&P 5002015-01-02 → 2026-08-28 · $500/week
 +$234,692 vs blind (+29.5%)Ended +29.5%
Blind DCASteadyGrow
$0$270k$540k$810k$1.08M2015-012017-052019-082021-122024-042026-08

What if your contribution wasn't always the same?

Blind DCA deploys $500/week every period. SteadyGrow keeps the same long-term habit but sizes weeks from valuation and regime — more when markets are cheap, less when they're stretched.

Lump sum on the chart is the same total cash as weekly DCA, invested on day one.