Mutual Fund Fee Calculator
Estimate how mutual fund expense ratios affect investment value over time.
Value After Fees
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Value Before Fees
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Fee Drag
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First-Year Fee
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Guide
How it works
Use this calculator to estimate the long-term effect of mutual fund fees.
What this calculator does
The mutual fund fee calculator compares projected value before and after expense ratio drag.
Mutual Fund Fee Formula
Net Return = Gross Return - Expense Ratio
The calculator compounds the investment using the net return.
Example calculation
If you invest 50,000 with a 7% gross return and 0.75% expense ratio for 20 years, the calculator estimates fee drag over time.
When to use this calculator
- comparing mutual funds
- checking expense ratio impact
- estimating long-term fee drag
- reviewing fund costs
FAQs
What is an expense ratio?
An expense ratio is the annual fund operating cost expressed as a percentage of assets.
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