Fixed vs. Adjustable Rate Mortgage Analyzer

Understanding Fixed vs. Adjustable Rate Mortgages

Choosing between a fixed-rate and adjustable-rate mortgage (ARM) is one of the most important decisions in your home buying journey. This calculator helps you compare both options and understand which might be better for your situation.

Fixed-Rate Mortgage

  • Interest rate stays the same for entire loan term
  • Predictable monthly payments
  • Good for long-term homeowners
  • Protection against rising rates

Adjustable-Rate Mortgage (ARM)

  • Lower initial interest rate
  • Rate can change after initial period
  • Monthly payments may vary
  • Good for short-term homeowners

Key ARM Terms to Know

Initial Period

The time your initial rate stays fixed (e.g., 5 years in a 5/1 ARM)

Adjustment Period

How often the rate can change after the initial period (e.g., every year)

Rate Caps

Limits on how much your rate can increase per adjustment and over the loan's lifetime

Which Option Is Right for You?

Consider Fixed-Rate If:

You plan to stay in your home for many years

You prefer predictable payments

Current rates are historically low

Consider ARM If:

You plan to move or refinance within 5-7 years

You can handle payment changes

Current rates are high and expected to fall

Important Considerations

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Extending your loan term might increase total interest paid despite lower monthly payments

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Consider how long you plan to stay in your home compared to the break-even point

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Remember to factor in all refinancing costs, including application fees, appraisal, and closing costs

Compare Your Options