Compare Investment Fees Calculator
Investment assumptions
Your fee comparison
Potential savings with the lowest fee
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Compared with the highest-fee investment at the end of the period.
Projected investment value over time
| Investment | Annual fee | Ending value |
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Estimates assume contributions at the end of each contribution period, a constant gross annual return, and annual fees applied through a consistent effective periodic net growth factor. Actual fees and investment returns vary. Excludes taxes, inflation, transaction costs, and differences in investment strategy.
See how investment fees affect your retirement
Fees are only one part of the picture. With WealthTrace, explore your investments, retirement income, taxes, and long-term financial outlook together.
Start a free trialEven small differences in investment fees can add up to thousands of dollars over time.
With WealthTrace Retirement Planning Software, you can review the fees associated with your investments, explore lower-cost alternatives, and see how investment expenses affect your long-term retirement projections.
Start a free trial to see how your investments fit into your complete retirement plan.
Investment Fee Calculator Definitions
Starting Amount
The amount you currently have invested. For example, enter $50,000 if that's your starting investment balance.
Additional Contributions
The amount you plan to add to your investments each contribution period.
For example, enter $500 if you contribute $500 every month.
Contribution Frequency
How often you make additional contributions, such as weekly, biweekly, twice monthly, monthly, quarterly, or annually.
Number of Years
The number of years you want to project your investment growth and compare the impact of fees.
Rate of Return
The expected average annual investment return before fees.
The calculator uses the same assumed return for all three investments so you can isolate the effect of different fees.
Annual Fee 1
The annual investment fee for the first investment, expressed as a percentage.
This could represent an advisor fee, mutual fund expense ratio, ETF expense ratio, or a combination of applicable annual fees.
Annual Fee 2
The annual fee for the second investment. Enter a different percentage to compare how fees affect long-term investment growth.
Annual Fee 3
The annual fee for the third investment. This allows you to compare three different fee levels side by side.
Calculator results are estimates based on constant annual returns and fees. Actual investment performance and expenses will vary.
Evaluate Your Investment Fees
Use your own numbers in WealthTrace to compare different fee levels and see the long-term difference.
