Fee Comparison
Compare index fund (low fee) vs actively managed fund (high fee).
Index fund final value
$0
Active fund: $0 · Difference: $0
Active fund value
$0
Difference
$0
Fees paid (index)
$0
Fees paid (active)
$0
Fee savings
$0
Extra return needed
0%
Worked example
With the default inputs shown below, this calculator returns the following results:
| Input | Value |
|---|---|
| Initial investment ($) | $50,000 |
| Monthly contribution ($) | $1,000 |
| Index fund expense ratio (%) | 0.03% |
| Active fund expense ratio (%) | 0.75% |
| Gross annual return (%) | 8% |
| Time period (years) | 30 |
| Result | Value |
|---|---|
| Index fund final value | $2,033,072 |
| Active fund value | $1,726,877 |
| Difference | +$306,195 |
| Fees paid (index) | $6,109 |
| Fees paid (active) | $136,229 |
| Fee savings | $130,120 |
Values shown are produced by this page in your browser; change any input to update them.
How to use the Fee Comparison
- Initial investment ($) β default $50,000
- Monthly contribution ($) β default $1,000
- Index fund expense ratio (%) β default 0.03%
- Active fund expense ratio (%) β default 0.75%
- Gross annual return (%) β default 8%
- Time period (years) β default 30
- Press Calculate to update the results instantly.