Investment Fee Impact Calculator

Cost of Fees Over Time

Investment fees reduce the rate that compounds, so small annual fees can become large over long periods.

Formula: value after fees = principal x (1 + return - fee)^years.

Understanding Investment Fee Impact

1. What This Calculator Measures

Investment fees reduce the return that compounds over time.

2. How the Calculation Works

The calculator compares growth before fees with growth after subtracting the annual fee from the annual return.

3. Formula or Rule Used

fee impact = gross future value - net future value.

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