Compare Investment Fees Calculator

Starting Amount
Additional Contributions
Contribution Frequency
Number of Years
Rate of Return
Annual Fee 1
Annual Fee 2
Annual Fee 3
The fund with the lowest fees will save you $8,677 and $17,058, respectively, vs. the higher cost funds over 10 years.

Sign up for a free trial of the WealthTrace Financial & Retirement Planner to view the fees you pay on all of your investments. Find less expensive funds and build your own complete retirement plan.

Definitions:

Starting Amount:

The amount of the initial investment.

Additional Contributions:

Amount of contributions to investment over time.

Contribution Frequency:

How often the contribution is made.

Rate of Return:

Expected annual return on the investment.

Annual Fee 1:

The annual advisor fee, mutual fund fee, or ETF fee for the first investment.

Annual Fee 2:

The annual advisor fee, mutual fund fee, or ETF fee for the second investment

Annual Fee 3:

The annual advisor fee, mutual fund fee, or ETF fee for the third investment

Number of Years:

Number of years to view the results.