How it works
Difference = balance grown after Fund B total annual fees minus balance grown after Fund A total annual fees.
Input definitions
- Investment balance
- Enter the value in the labeled unit.
- Years
- Enter the value in the labeled unit.
- Annual return before fees (%)
- Enter the value in the labeled unit.
- Fund A expense ratio (%)
- Enter the value in the labeled unit.
- Fund A annual admin fee (%)
- Enter the value in the labeled unit.
- Fund B expense ratio (%)
- Enter the value in the labeled unit.
- Fund B annual admin fee (%)
- Enter the value in the labeled unit.
A worked example
- Investment balance
- 100000
- Years
- 20
- Annual return before fees (%)
- 7
- Fund A expense ratio (%)
- 0.1
- Fund A annual admin fee (%)
- 0.4
- Fund B expense ratio (%)
- 0.3
- Fund B annual admin fee (%)
- 0.1
Assumptions & limits
Uses only the values entered. Rates are illustrative inputs, not live quotes, legal rules or personalised advice. Check provider terms, local requirements and measurements before acting.
Sources & review
Maintained by AnsRio. Methods and examples use automated checks; this does not imply independent professional certification.
Method updated 2026-10-19. Content checked against the stated method and examples. Our verification approach.
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Common questions
Can expense ratios and admin percentages be added?
This comparison assumes both are annual percentages removed from the same balance. Fixed account fees and timing need a different model.
How does Investment fund fee comparison calculate the result?
Difference = balance grown after Fund B total annual fees minus balance grown after Fund A total annual fees.
What should I verify before using Investment fund fee comparison?
Uses only the values entered. Rates are illustrative inputs, not live quotes, legal rules or personalised advice. Check provider terms, local requirements and measurements before acting.