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Real Estate

Fixed vs Variable Mortgage Calculator

Compare fixed-rate and variable-rate mortgage costs over your expected hold period with risk guidance.

Decision support

Interpretation

Over 7 years, the variable-rate mortgage costs about $1,842.52 less than the fixed-rate option in total payments under this rate path. Fixed: $2,022.62/mo vs Variable (initial): $1,867.43/mo.

Recommendation

The variable-rate path appears cheaper in this projection, but future rate increases are uncertain. Choose variable only if you can absorb payment increases or plan to sell/refinance before rates rise significantly.

Assumptions

Variable rate changes linearly from the starting rate by the expected change over the hold period, with payments recalculated annually. Actual ARM behavior, caps, and market rates may differ. Future interest rate changes are estimates.

Detailed results

Fixed mortgage total cost ($)
169,899.88
Variable mortgage total cost ($)
168,057.37
Cost difference ($, fixed − variable)
1,842.52
Monthly payment comparison
Fixed: $2,022.62/mo vs Variable (initial): $1,867.43/mo

Choosing between a fixed-rate and variable-rate (ARM) mortgage affects both your initial payment and your exposure to rising interest rates. This calculator compares total payment costs over the years you plan to hold the loan.

How to use this calculator

  1. Enter loan amount, fixed rate, and starting variable rate.
  2. Enter loan term and how many years you expect to hold the mortgage.
  3. Enter expected variable rate change over that hold period.
  4. Review total costs, payment comparison, and risk guidance.

Formula

Fixed payments use a constant rate for the hold period. Variable payments start at the variable rate and adjust linearly by the expected rate change, with payments recalculated annually on the remaining balance.

Example

On a $320,000 loan held 7 years, a 6.5% fixed rate may cost more in total payments than a 5.75% variable rate that rises 1.5% over the period — but the variable path carries rate risk if you hold longer.

Frequently asked questions

When is a variable-rate mortgage worth it?
Variable rates often start lower and suit buyers who plan to sell or refinance within a few years before rates rise significantly.
What if rates rise more than expected?
This calculator uses your estimated rate change. Stress-test with higher increases to see if you could still afford payments.

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