See How Fees Shrink Your Investment!

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u/WorkBee · Joined Oct 2024

Discover how even small fees can quietly erode your investment growth over time. See the true cost of fees and make smarter choices for your financial future!

Last update Oct 2024
  • Scenario 1: Full Potential Gains
  • Scenario 2: Eroded Growth with Fees
  • Which One Is Higher (%)

Compare the impact of fees on your investment over time. The dotted line shows which scenario grows more—watch how fees reduce your returns. See the % difference over time!

# Years from Now

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The amount invested initially.

A =

Expected rate of return before fees.

B =

Fee percentage charged annually.

C =
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Time Value Assumptions

Heads Up!

If you're using Cost Basis (cb) for calculating capital gains:

Please be aware that very few countries currently use inflation-indexed cost basis. Double-check your local tax rules before publishing.

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How is Cash Value calculated?

Full Potential Gains shows how your investment grows without fees. Each year, returns compound on the initial investment and any contributions, maximizing growth potential.

Decisions / Expectations

(Expressions are evaluated at Year 0 only.)

D =

Calculations

(Expressions are evaluated at every year.)

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