Investment Fees and Returns
Use this calculator to see how a difference in fees affects investment growth.
Initial investment
Annual investment
Years of growth
Rate of return
Lower investment fee
Higher investment fee
50,000
|
5,000
|
25
|
6.00%
Enter a value between and %. |
1.00%
Enter a value less than 2.00. |
2.00%
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