Investment Fee Impact

Compare growth before and after a yearly fee assumption.

Your numbers

Enter your numbers to see the result.

How Investment Fee Impact works

Compare otherwise matching growth projections with and without the entered annual fee. The difference estimates the long-term effect of fees and lost compounding.

A worked example

These sample values illustrate the calculation. Use your own numbers in the calculator for your result.

Example inputs

Starting balance: 10000
Monthly contribution: 200
Return before fees (%): 6
Annual fee (%): 1
Years: 30

Projected balance: $261,128.76
Total contributions: $82,000.00
Hypothetical growth: $179,128.76
Projected balance after fees: $211,129.17

Assumptions and limits

Rates, fees and contribution schedules are the assumptions you enter. This estimate does not include changes you have not entered.

Educational estimate only. This is not personalized financial, investment or tax advice.