Investment Fees and Returns

Use this calculator to see how a difference in fees affects investment growth.
Initial investment
50,000
Annual investment
5,000
Years of growth
25
Rate of return
6.00%
X
Input Error: Rate of return
Enter a value between and %.
Lower investment fee
1.00%
X
Input Error: Lower Fee
Enter a value less than 2.00.
Higher investment fee
2.00%
X
Input Error: Higher fee
Enter a value more than 1.00.
Lower Fee Higher Fee
Rate of return 6.00% 6.00%
Investment fee 1.00% 2.00%
Net rate of return 5.00% 4.00%
Investment value in years $407,953 $341,521
Difference $66,432
Investment Value in 25 Years
Lower Fee
Higher Fee
Difference
The investment with a 1.00% fee will grow to $407,953 while the investment with a 1.00% fee will grow to $341,521, a difference of $66,432


Print  PDF

Assumptions
Annual investments are made at the end of each year. Investment growth is tax-deferred.

Disclaimer