Effective Rate & Mutual Fund Fee Calculator

True cost of investments.

Ad placeholder (AdSense in production)

Effective Rate & Mutual Fund Fee Calculator

See how expense ratios reduce your return and total cost over time.

Total fees paid over 10 years: $9,544

Balance after fees: $1,66,810 (vs $1,79,085 with no fees)

Effective annual return: 5.25%

What is it?

The effective rate and mutual fund fee calculator shows the true cost of investing when fees (expense ratio, loads) are taken into account over time.

How it works

Enter your investment amount, expected return, and fee percentage. The calculator shows how much fees reduce your ending balance over the years.

Ad placeholder (AdSense in production)