Initial investment
Annual investment
Years of growth
Rate of return
Lower investment fee
Higher investment fee
|
50,000
|
|
5,000
|
|
25
|
|
Input Error: Rate of return
The maximum rate of return you can enter is 15.00%. |
6.00%
|
|
Input Error: Higher rate
Enter a value less than the Higher investment fee of 2.00%. |
1.00%
|
|
Input Error: Lower rate
Enter a value greater than the Lower investment fee of 1.00%. |
2.00%
|
| Lower Fee | Higher Fee | |
| Rate of return | 6.00% | 6.00% |
| Investment fee | 1.00% | 2.00% |
| Net rate of return | 5.00% | 4.00% |
| Investment value in years | $407,953 | $341,521 |
| Difference | $66,432 |
Investment Value in 25 Years
Lower Fee
Higher Fee
Difference
The investment with a 1.00% fee will grow to $407,953 while the investment
with a 1.00% fee will grow to $341,521, a difference of $66,432
Assumptions
The most common fee charged to manage mutual fund investments is the Management Expense Ratio (MER). Annual investments are made at the end of each year. Investment growth is tax-deferred.
Disclaimer
This calculator is for educational purposes only. All charts and illustrations are for illustrative purposes only and are not intended to illustrate the performance of any security or portfolio. You should not rely on the results as an indication of your financial needs and we recommend that you seek your own financial, investment, tax, legal or accounting advice nor shall the information herein be considered as investment advice or as a recommendation to enter into any transaction. Professional advice should be obtained prior to acting on the basis of this information. The deduction of advisory fees, brokerage or other commissions and any other expenses that would have been paid may not be reflected in the calculation results. ©Copyright 2019 Ativa Interactive Corp. All rights reserved. Powered by Ativa.com.
The most common fee charged to manage mutual fund investments is the Management Expense Ratio (MER). Annual investments are made at the end of each year. Investment growth is tax-deferred.
Disclaimer
This calculator is for educational purposes only. All charts and illustrations are for illustrative purposes only and are not intended to illustrate the performance of any security or portfolio. You should not rely on the results as an indication of your financial needs and we recommend that you seek your own financial, investment, tax, legal or accounting advice nor shall the information herein be considered as investment advice or as a recommendation to enter into any transaction. Professional advice should be obtained prior to acting on the basis of this information. The deduction of advisory fees, brokerage or other commissions and any other expenses that would have been paid may not be reflected in the calculation results. ©Copyright 2019 Ativa Interactive Corp. All rights reserved. Powered by Ativa.com.
