Mutual Fund Fee Calculator
See how expense ratios reduce your investment over time.
Result
Results are estimates for general information only and are not professional advice.
The cost of fund fees
A fund's expense ratio is charged every year and quietly reduces your returns. This calculator compares your ending balance with and without fees, revealing exactly how much the expense ratio costs you over the long term.
Frequently Asked Questions
What is the Mutual Fund Fee Calculator?
See how expense ratios reduce your investment over time. It runs instantly in your browser and is completely free to use.
What do I need to enter to use the Mutual Fund Fee Calculator?
The Mutual Fund Fee Calculator asks for the following values (4): Initial investment, Annual return (%), Expense ratio (%), Years. Fill them in and the result appears immediately — the calculation runs on your own device, so nothing you type is sent to a server.
How accurate is the Mutual Fund Fee Calculator?
The Mutual Fund Fee Calculator uses standard, widely-accepted formulas, so its figures are reliable estimates for everyday planning. They are not a substitute for advice from a qualified professional.
Is the Mutual Fund Fee Calculator free, and do I need an account?
Yes. The Mutual Fund Fee Calculator — and every other calculator on Calculatis — is completely free, with no registration, no download and no limit on how often you use it.