Enter your funds and their expense ratios (on each fund’s fact sheet). Add any advisor fee.
Investment fees are charged every year as a percentage of your balance, so their cost compounds and can add up to a large share of your growth over decades. Enter your funds, expense ratios and any advisor fee to see the estimated dollar cost.
Educational only, not financial advice. This tool gives estimates based on what you enter and the stated assumptions. It is not financial, tax, or legal advice. Talk to a licensed professional before you make decisions. Everything is calculated in your browser, and nothing you type or upload leaves your device.
It is the annual fee a fund charges, shown as a percentage of the money you have invested. It is taken out of the fund’s returns, so you never see a bill.
On the fund’s fact sheet or prospectus, or on your brokerage or 401(k) provider’s website.
It can be. Because it is charged on your whole balance every year, the dollar cost grows with your account. Use this tool to see what it would cost on your numbers and weigh that against the service you get.
Yes. Fees are subtracted whether returns are good or bad, and the money lost to fees also stops compounding for you.