Calculator · Members
What fees cost over time
Compare what the same savings could become under two different yearly fees, such as two funds' expense ratios.
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How the math works
- Both results use the same starting amount, deposits and return. The only difference is the yearly fee.
- The fee is taken from the balance every year, the way a fund's expense ratio is, so money paid in fees also stops growing.
- The same return is used every year, and taxes are left out. Real returns vary and can be negative.