Investment Fee Calculator

Most investors ignore the "Expense Ratio" (Annual Fee) of their mutual funds because 1% or 2% sounds small. But over 30 years, that small fee compounds into a massive loss.

A 1% fee doesn't just reduce your return by 1%. It can consume up to 25% of your total potential wealth.

Use the Investment Fee Analyzer below to see exactly how much money your "small" fees are costing you in the long run.

The 1% Wealth Killer
Typical Mutual Fund: 1-2%. Index Fund (ETF): 0.05%.
Portfolio WITHOUT Fees --
Portfolio WITH Fees --
Total Wealth Lost to Fees --

You lost -- of your potential gains.

Money You Keep (Green) Money Lost (Red)


Why 1% Fees Matter

Many financial advisors and mutual funds charge a "standard" 1% fee. It sounds harmless. But compound interest cuts both ways. While your money grows, the fees grow with it.

The Solution: Low-Cost Index Funds

This is why the FIRE movement loves Vanguard or Fidelity Index Funds (ETFs). Their fees are often as low as 0.03% or 0.05%. By switching from a 1% fund to a 0.05% fund, you could save hundreds of thousands of dollars over your lifetime.

Not sure how much you need to save? Check our Coast FIRE Calculator to set your goals.