12.8% vs 14.2% Investment Income Comparison Calculator

Compare two income options side by side. A higher headline return does not always mean the best outcome.

12.8% Option

Net annual return: 10.24%

Monthly income: R 8 533

Annual income: R 102 400

Total income: R 512 000

Bonus added: R 80 000

Projected value: R 1 080 000

14.2% Option

Net annual return: 11.36%

Monthly income: R 9 467

Annual income: R 113 600

Total income: R 568 000

Bonus added: R0

Projected value: R 1 000 000

Comparison Result:
The 14.2% option produces R 933 more monthly income before considering product risk, liquidity, structure, and suitability. Over 5 year(s), the income difference is R 56 000.

This calculator is for educational purposes only and does not constitute financial advice. Returns, tax treatment, liquidity, risk, and suitability must be confirmed before any investment decision is made.

AS Brokers CC | Independent Financial Advisor Krugersdorp