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Home›Compare›Fixed vs Variable Rate Mortgage
Housing

Fixed vs Variable Rate Mortgage

Predictability or potential savings?

A fixed-rate mortgage locks your interest rate for the entire loan term (typically 15 or 30 years). An adjustable-rate mortgage (ARM) offers a lower introductory rate for a set period (3, 5, 7, or 10 years), after which the rate adjusts periodically based on market conditions.

The naming convention tells you the terms: a "5/1 ARM" has a fixed rate for 5 years, then adjusts every 1 year. A "7/6 ARM" is fixed for 7 years, then adjusts every 6 months. ARMs have rate caps that limit how much the rate can increase per adjustment and over the life of the loan.

Fixed-Rate Mortgage

Pros

  • Payment never changes — complete predictability
  • Protected from rising interest rates
  • Easier to budget long-term
  • Peace of mind — no surprises
  • Best choice when rates are historically low

Cons

  • Higher initial rate than variable/ARM
  • Can't benefit from falling rates without refinancing
  • Refinancing has closing costs ($3,000–$6,000)
  • May pay more if rates drop significantly

Best For

People who plan to stay in their home long-term (7+ years), value payment predictability, or are buying when rates are relatively low.

Variable/Adjustable Rate (ARM)

Pros

  • Lower initial rate (often 0.5–1.5% less)
  • Lower initial monthly payments
  • Savings during the fixed-rate introductory period (3–10 years)
  • Rate caps limit how much the rate can increase
  • Good if you plan to sell or refinance before adjustment

Cons

  • Rate increases after introductory period
  • Monthly payment can increase significantly
  • Uncertainty and budgeting difficulty
  • Risk of payment shock when rate adjusts
  • Complex terms (caps, margins, indexes)

Best For

People who plan to move or refinance within 5–7 years, expect rates to fall, or want the lowest possible initial payment.

Key Differences

FactorFixed-Rate MortgageVariable/Adjustable Rate (ARM)
Initial RateHigher (current market rate)Lower (discounted introductory rate)
Rate ChangesNever — locked for entire termAdjusts after intro period (3/5/7/10 years)
Payment Predictability100% predictableUnpredictable after intro period
Risk LevelLow — no rate riskHigher — rate can increase
Best When Rates AreLow (lock in the low rate)High (benefit from future decreases)
Ideal Stay Duration7+ years3–7 years

The Bottom Line

In most cases, a fixed-rate mortgage is the safer and better choice — especially if you plan to stay in your home for more than 7 years. The predictability is worth the slightly higher initial rate. An ARM makes sense only if you're confident you'll sell or refinance before the introductory period ends, or if current fixed rates are unusually high and you expect them to fall. Never take an ARM just because you can't afford the fixed-rate payment — that's a recipe for financial trouble.

Frequently Asked Questions

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