Loan Comparison Calculator

Loan Comparison is evaluated from Loan A - Amount, Loan A - Annual Rate and Loan A - Term. The calculation reports Loan A - Monthly Payment, Loan A - Total Cost and Loan B - Monthly Payment.

Results

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About the Loan Comparison Calculator

Loan Comparison is treated here as a quantitative relation between Loan A - Amount, Loan A - Annual Rate, Loan A - Term and Loan A - Upfront Fees and Loan A - Monthly Payment, Loan A - Total Cost, Loan B - Monthly Payment and Loan B - Total Cost.

The calculator uses a multi formula configuration. Each reported value is read as a direct evaluation of the stored rules with the declared field formats and units.

Formula basis:
Monthly Payment = Loan x r x (1+r)^n / [(1+r)^n - 1]
Where r = annual rate / 1200, n = term in months
Total Cost = Monthly Payment x Months + Upfront Fees
Total Interest = Total Cost - Loan Amount
Savings = |Total Cost A - Total Cost B|

Interpret the outputs in the order shown by the result fields. Optional inputs affect only the outputs that depend on those variables.

Formula & How It Works

The calculation applies the following relations exactly as recorded in the metadata:

Monthly Payment = Loan x r x (1+r)^n / [(1+r)^n - 1]
Where r = annual rate / 1200, n = term in months
Total Cost = Monthly Payment x Months + Upfront Fees
Total Interest = Total Cost - Loan Amount
Savings = |Total Cost A - Total Cost B|

Each output field is produced by substituting the supplied inputs into the relevant relation and then applying the declared rounding or text format.

Worked Examples

Example 1: Same Amount, Different Rates

Inputs

loan_a_amount: 25000 loan_a_rate: 11.5 loan_a_months: 60 loan_a_fees: 0 loan_b_amount: 25000 loan_b_rate: 9 loan_b_months: 60 loan_b_fees: 0
Loan A - Monthly Payment: $549.82. Loan A - Total Cost: $32,988.91. Loan B - Monthly Payment: $518.96. Loan B - Total Cost: $31,137.53. Savings with Better Option: $1,851.38

With Loan A - Amount = 25,000, Loan A - Annual Rate = 11.5, Loan A - Term = 60 and Loan A - Upfront Fees = 0 as the stated inputs, the result is Loan A - Monthly Payment = $549.82, Loan A - Total Cost = $32,988.91 and Loan B - Monthly Payment = $518.96. Each value corresponds to the declared output fields.

Example 2: Lower Rate vs No Fees

Inputs

loan_a_amount: 300000 loan_a_rate: 6.5 loan_a_months: 360 loan_a_fees: 0 loan_b_amount: 300000 loan_b_rate: 6.125 loan_b_months: 360 loan_b_fees: 5500
Loan A - Monthly Payment: $1,896.2. Loan A - Total Cost: $682,633.47. Loan B - Monthly Payment: $1,822.83. Loan B - Total Cost: $661,719.38. Savings with Better Option: $20,914.08

With Loan A - Amount = 300,000, Loan A - Annual Rate = 6.5, Loan A - Term = 360 and Loan A - Upfront Fees = 0 as the stated inputs, the result is Loan A - Monthly Payment = $1,896.2, Loan A - Total Cost = $682,633.47 and Loan B - Monthly Payment = $1,822.83. Each value corresponds to the declared output fields.

Example 3: Shorter Term vs Longer Term

Inputs

loan_a_amount: 20000 loan_a_rate: 8.5 loan_a_months: 72 loan_a_fees: 0 loan_b_amount: 20000 loan_b_rate: 8.5 loan_b_months: 48 loan_b_fees: 0
Loan A - Monthly Payment: $355.57. Loan A - Total Cost: $25,600.87. Loan B - Monthly Payment: $492.97. Loan B - Total Cost: $23,662.37. Savings with Better Option: $1,938.5

With Loan A - Amount = 20,000, Loan A - Annual Rate = 8.5, Loan A - Term = 72 and Loan A - Upfront Fees = 0 as the stated inputs, the result is Loan A - Monthly Payment = $355.57, Loan A - Total Cost = $25,600.87 and Loan B - Monthly Payment = $492.97. Each value corresponds to the declared output fields.

Example 4: Different Amounts — Comparing Net Cost

Inputs

loan_a_amount: 30000 loan_a_rate: 7.99 loan_a_months: 60 loan_a_fees: 0 loan_b_amount: 30000 loan_b_rate: 12.5 loan_b_months: 60 loan_b_fees: 0
Loan A - Monthly Payment: $608.15. Loan A - Total Cost: $36,488.9. Loan B - Monthly Payment: $674.94. Loan B - Total Cost: $40,496.29. Savings with Better Option: $4,007.39

With Loan A - Amount = 30,000, Loan A - Annual Rate = 7.99, Loan A - Term = 60 and Loan A - Upfront Fees = 0 as the stated inputs, the result is Loan A - Monthly Payment = $608.15, Loan A - Total Cost = $36,488.9 and Loan B - Monthly Payment = $674.94. Each value corresponds to the declared output fields.

Common Use Cases

  • Compare two mortgage offers with different rates and terms
  • Choose between a lower rate with higher fees vs a higher rate with no fees
  • Decide between a shorter or longer loan term