Compound Interest
Interest calculated on both the initial principal and previously accumulated interest, enabling exponential growth of savings and investments over time.
FAQs
What is the difference between simple and compound interest?
Simple interest is calculated only on the original principal: $10,000 at 8% for 3 years = $2,400 in interest. Compound interest adds each period's interest to the principal before calculating the next period: $10,000 at 8% compounded annually for 3 years = $2,597. The difference grows dramatically over longer time periods and higher rates.
How does compound interest work in a retirement account?
In a 401(k) or IRA, investment returns (dividends, capital gains, interest) are reinvested automatically, purchasing more shares that then generate their own returns. This creates the compounding effect. Tax-deferred accounts compound more powerfully because taxes don't reduce returns each period — the full return compounds, with taxes paid only at withdrawal (traditional) or not at all (Roth).
What is annual percentage yield (APY) and how does it relate to compound interest?
APY (Annual Percentage Yield) is the effective annual rate of return taking compounding into account. It's always higher than the stated APR (Annual Percentage Rate) when compounding occurs more than once per year. A savings account with 5.00% APR compounded monthly has APY of 5.116%. Banks are required to disclose APY to facilitate comparison of products with different compounding frequencies.
Related Terms
Dollar-Cost Averaging
An investment strategy of investing a fixed dollar amount at regular intervals regardless of price, reducing the impact of market volatility over time.
Index Fund
A passively managed investment fund that tracks a market index like the S&P 500, offering broad diversification at very low cost.
Roth IRA
An individual retirement account funded with after-tax dollars, offering tax-free growth and tax-free withdrawals in retirement.
Dividend Reinvestment
The automatic use of dividend payments to purchase additional shares of the same investment, compounding returns through increased ownership.