Comparing Investments This calculator compares the net gain of a taxable investment versus a tax-favored one. You are viewing this website at a small screen resolution which doesn't support calculators. Click here to view this calculator. Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content What It Takes to Become an Accredited Investor What does it take to be an accredited investor? Explore the details, & the types of investments offered to those who qualify. Rebalancing Your Portfolio Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical. Asset Allocation Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.