Finance Tools

Investment Fee Calculator

Index fund value difference€193.1

After 10 years at the same expected annual return of 9%, comparing annual fees of 2% and 0.2%.

Index fund final value€1,160.2
Actively managed fund final value€967.2
Managed fund fee difference€127.8
Growth effect of the fee difference€65.3

Fee impact over time

After 10 years, the chart and table compare the same investment under the two annual fee assumptions.

years

Index fund value difference: €193.1