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Mortgage vs Rent Calculator

Compare the monthly cost of buying a home (mortgage, taxes, insurance) versus renting.
See which option is more affordable over time.

Mortgage vs Rent Comparison

Comparing mortgage to rent requires looking beyond the monthly payment — the true cost of homeownership includes interest, taxes, insurance, maintenance, and the opportunity cost of a down payment tied up in equity.

True Monthly Cost of Owning:

Monthly Ownership Cost = Mortgage Payment + Property Tax + Insurance + HOA + Maintenance − Tax Deduction Benefit − Equity Build Rate

True Monthly Cost of Renting:

Monthly Renting Cost = Monthly Rent + Renter’s Insurance − Investment Return on Down Payment (opportunity cost)

The Price-to-Rent Ratio:

P/R Ratio = Home Price / (Annual Rent)

  • P/R < 15: Buying is likely better
  • P/R 15–20: Neutral zone
  • P/R > 20: Renting is likely better financially

Worked Example:

  • Home price: $380,000
  • 20% down ($76,000), mortgage $304,000 at 7%, 30 yr
  • Monthly mortgage = $2,023
  • Property tax (1.2%/yr): $380 /month
  • Insurance: $120/month
  • Maintenance (1%/yr): $317/month
  • Total: $2,840/month

Equivalent apartment rent: $2,200/month

Down payment invested at 7%: $76,000 × 7% / 12 = $443/month opportunity cost

Adjusted renting cost: $2,200 + $443 = $2,643/month

Break-even analysis: Owning becomes cheaper after equity growth + appreciation outpace the rent savings. In appreciating markets (3–5%/yr), break-even typically occurs at 4–8 years. In flat markets it may exceed 12 years. Always include your expected tenure before buying.


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