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Monthly vs. Yearly IRA Contribution Experiment – January 2012 Update

February 10, 2012 by Long Pham

The Monthly vs. Yearly IRA contribution timing experiment January 2012 update.

Yearly Contribution Roth IRA

Fund Shares Price Cost Basis Market Value Gain/Loss Gain/Loss %
VTSMX 102.33 32.88 3,250.00 3,364.61 114.61 3.53
VGTSX 93.07 14.01 1,250.00 1,303.98 53.98 4.32
VBMFX 45.64 11.07 501.19 505.28 4.09 0.82
Totals: 5,001.19 5,173.87 172.68 3.45

Account Summary :

  • 01/31/2012 – Reinvested $1.19 dividend for Vanguard Total Bond Market Index Fund

Monthly Contribution Roth IRA

Fund Shares Price Cost Basis Market Value Gain/Loss Gain/Loss %
VTSMX 8.53 32.88 270.83 280.38 9.55 3.53
VGTSX 7.76 14.01 104.17 108.66 4.49 4.31
VBMFX 3.80 11.07 41.76 42.11 .35 0.84
Totals: 416.76 431.15 14.39 3.45

Account Summary :

  • 01/31/2012 – Reinvested $0.10 dividend for Vanguard Total Bond Market Index Fund

Monthly vs. Yearly IRA Account Comparison

Account Gain/Loss % % Change From Prior Month
Yearly 3.48 0.00
Monthly 3.48 0.00

Analysis :

  • No change for the month of January. The dividends received were the same in proportion in each account, so they had the same effect percentage-wise.

IRA Contribution Timing Experiment Updates

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Category: Money Tags: Budget For Wealth, IRA Experiment

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