Mutual Fund Expenses Calculator
Estimate how fund expenses reduce your investment returns over time.
Investment Details
$
$
%
%
%
25 years
1 years40 years
Expense Impact
Value With Expenses$691,306.76
Value Without Expenses$842,522.00
Total Cost of Expenses$151,215.24
Expenses Drag17.9%
Over 25 years, fund expenses reduce your returns by $151,215 (17.9% of potential value).