Mutual Fund Fee
Powerful, free, and easy to use
Mutual Fund Fee Calculator
Calculate the impact of mutual fund fees on your long-term investment returns
Fee Impact
- • Fees compound over time
- • 1% fee = 10% of returns over 10 years
- • Lower fees = Higher returns
- • Consider index funds for lower costs
關於Mutual Fund Fee計算器
The mutual fund fee calculator reveals the long-term cost of expense ratios, front-end loads, and other fund fees on your investment returns. Even small differences in annual fees compound into significant amounts over decades of investing. This tool makes the hidden cost of fees visible so you can choose lower-cost funds and keep more of your gains.
使用方法
Enter your initial investment, expected annual return before fees, and the expense ratio of your current or prospective fund. Optionally add a front-end or back-end load percentage. The calculator shows your final portfolio value after fees alongside what you would have earned with no fees at all. The difference is the total dollar cost of those fees. Compare two funds side by side to see how a half-percent difference in expense ratio affects your wealth over 20 or 30 years.