Savings vs Investment Comparator

Enter your monthly deposit, period, and rates to compare savings account vs investment returns side by side. Use tax options and investment presets to find the best choice for your situation.

Basic Settings

Investment Type Preset

Selecting a preset auto-fills the expected return rate.

Tax Options

Standard savings are subject to 15.4% interest income tax.

How to Use

1. Enter Monthly Deposit

Enter the amount you plan to save or invest each month. Both options use the same monthly contribution for a fair comparison.

2. Select Period

Choose a period from 1 to 20 years. The longer the period, the greater the compounding effect.

3. Set Rates

Enter the savings annual rate and expected investment return, or choose a preset: Conservative (4%), Moderate (7%), Aggressive (12%).

4. Tax Options

Check tax-exempt if your savings account qualifies (e.g., ISA). Standard savings accounts are taxed at 15.4% on interest.

FAQ

Is savings or investment better?

It depends on your goals and risk tolerance. Savings accounts guarantee principal and offer predictable returns but at lower rates. Investments offer higher potential returns but carry risk. Historically, long-term (10+ year) investments outperform savings, while savings are better for short-term goals and emergency funds.

How is the 15.4% interest tax calculated?

Interest earned on savings is taxed at 14% income tax plus 1.4% local income tax, totaling 15.4%. For example, 1M KRW in interest results in 154K KRW in tax, leaving you with 846K KRW. Tax-exempt products (ISA, youth home savings, etc.) can help reduce this.

What is the difference between simple and compound interest?

Simple interest applies only to the principal, while compound interest applies to both principal and accumulated interest. For 10M KRW at 5% over 10 years: simple = 15M KRW, compound = 16.29M KRW. This calculator uses monthly compounding.

Is a 7% investment return realistic?

The S&P 500's historical average annual return is about 10% (7-8% inflation-adjusted). Korea's KOSPI has averaged roughly 5-7% over the long term. Past performance does not guarantee future results. Diversification and a long investment horizon are key.

What tax-exempt savings products are available?

ISA (Individual Savings Account) offers tax exemption up to 2M KRW/year. Youth housing subscription savings accounts exempt up to 500K KRW in interest annually. Other products like the soldier future preparation fund and long-term equity funds also offer tax benefits.

Savings vs Investment: Which Builds More Wealth?

Savings accounts guarantee your principal with fixed interest, while investments pursue higher returns through stocks and funds at the cost of accepting risk. Long-term compound growth often favors investment, but savings are ideal for short-term goals and emergency funds.

The Power of Compound Interest Over Time

Compounding means "interest on interest" — the longer your horizon, the more dramatic the effect. Investing 300K KRW/month for 20 years at 7% returns ~190M KRW, while depositing the same in a 3.5% savings account yields only ~103M KRW. The ~87M KRW gap illustrates why long-term investors prioritize growth assets. Always factor in the risk of principal loss with investments.

Building a Portfolio That Fits Your Life Stage

Experts typically recommend keeping 3-6 months of expenses in savings for emergencies and investing the rest for the long term. Asset allocation should shift with age: 20s-30s favor aggressive (70-80% equities), 40s-50s moderate (50-60% equities), and retirees conservative (bonds and savings-heavy). Matching your allocation to your goals and timeline is the cornerstone of sound personal finance.

This calculator is provided for informational purposes only.

Results are estimates and may differ from actual amounts.

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