Mutual Fund Fee Calculator


Mutual Fund Fee Calculator

The Mutual Fund Fee Calculator helps you understand how ongoing fund management fees (expense ratios) can impact your long-term investment returns. By entering your initial investment, expected annual return, number of years, and the annual fee, this tool calculates:

  • Future value without fees
  • Future value with fees
  • Total dollar cost of fees over time

This calculator is ideal for comparing low-cost vs. high-cost funds and visualizing how even small fees can significantly reduce your final portfolio value over time.


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