Mutual Fund Expenses Calculator

Estimate how fund expenses reduce your investment returns over time.

Investment Details

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25 years
1 years40 years

Expense Impact

Value With Expenses$691,307
Value Without Expenses$842,522
Total Cost of Expenses$151,215
Expenses Drag17.9%

Over 25 years, fund expenses reduce your returns by $151,215 (17.9% of potential value).