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 Question Thank you! Oops! Related Content Rebalancing Your Portfolio Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical. A New Way to Look at Your Bucket List Bucket lists don’t have to be for tomorrow. What Is a 1035 Exchange? 1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.