Mutual Fund Calculator

See how an expense ratio eats into mutual fund returns over the long run.

Read the full Mutual Fund Calculator guide →

Initial investment($)Monthly investment($)Gross return(%)Expense ratio(%)Years

How the Mutual Fund Calculator works

A 1% expense ratio sounds trivial and is not. Over thirty years it commonly consumes a fifth or more of the final balance, because the fee is charged on the whole growing pot every year.