$8,600 Investment Fee Comparison
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Initial Investment
Annual Additions
Investment Return
Length
How much do fees affect the return of a $8,600 investment?
Use this calculator to see how investment fees alter the future value of an investment. Many people recommend
index funds with low fees from companies like Vanguard. In general, fees and taxes are two aspects of investing that have a large impact on your return but can also be controlled. High fees will be guaranteed to lower your return. View the chart below to see how fees can have a large impact on your overall investment return.
How much do fees affect a 8,600 investment with a 7% return?
Fees
10 Years
20 Years
30 Years
40 Years
0.00% $16,917.50 $33,279.29 $65,465.39 $128,780.34 0.05% $16,838.61 $32,969.64 $64,553.85 $126,395.03 0.10% $16,760.06 $32,662.74 $63,654.57 $124,052.83 0.15% $16,681.83 $32,358.54 $62,767.42 $121,752.96 0.20% $16,603.93 $32,057.05 $61,892.22 $119,494.68 0.25% $16,526.36 $31,758.22 $61,028.82 $117,277.26 0.30% $16,449.12 $31,462.04 $60,177.07 $115,099.97 0.35% $16,372.20 $31,168.48 $59,336.82 $112,962.12 0.40% $16,295.61 $30,877.53 $58,507.91 $110,863.00 0.45% $16,219.33 $30,589.16 $57,690.20 $108,801.93 0.50% $16,143.38 $30,303.35 $56,883.55 $106,778.24 0.55% $16,067.75 $30,020.07 $56,087.80 $104,791.26 0.60% $15,992.44 $29,739.32 $55,302.82 $102,840.36 0.65% $15,917.45 $29,461.06 $54,528.47 $100,924.88 0.70% $15,842.77 $29,185.27 $53,764.60 $99,044.20 0.75% $15,768.41 $28,911.94 $53,011.08 $97,197.70 0.80% $15,694.36 $28,641.04 $52,267.77 $95,384.79 0.85% $15,620.63 $28,372.55 $51,534.54 $93,604.86 0.90% $15,547.20 $28,106.46 $50,811.26 $91,857.33 0.95% $15,474.09 $27,842.74 $50,097.80 $90,141.62 1.00% $15,401.29 $27,581.37 $49,394.02 $88,457.17 1.05% $15,328.80 $27,322.33 $48,699.81 $86,803.43 1.10% $15,256.61 $27,065.60 $48,015.04 $85,179.85 1.15% $15,184.73 $26,811.17 $47,339.57 $83,585.89 1.20% $15,113.15 $26,559.01 $46,673.30 $82,021.02 1.25% $15,041.88 $26,309.10 $46,016.09 $80,484.73 1.30% $14,970.91 $26,061.43 $45,367.84 $78,976.51 1.35% $14,900.25 $25,815.97 $44,728.41 $77,495.86 1.40% $14,829.88 $25,572.71 $44,097.71 $76,042.29 1.45% $14,759.81 $25,331.63 $43,475.60 $74,615.31 1.50% $14,690.04 $25,092.71 $42,861.98 $73,214.46 1.55% $14,620.57 $24,855.94 $42,256.74 $71,839.25 1.60% $14,551.39 $24,621.28 $41,659.76 $70,489.25 1.65% $14,482.51 $24,388.73 $41,070.94 $69,163.99 1.70% $14,413.92 $24,158.27 $40,490.17 $67,863.04 1.75% $14,345.63 $23,929.88 $39,917.34 $66,585.95 1.80% $14,277.62 $23,703.54 $39,352.35 $65,332.31 1.85% $14,209.91 $23,479.24 $38,795.09 $64,101.70 1.90% $14,142.48 $23,256.95 $38,245.46 $62,893.69 1.95% $14,075.34 $23,036.66 $37,703.37 $61,707.89 2.00% $14,008.49 $22,818.36 $37,168.70 $60,543.90 2.05% $13,941.93 $22,602.02 $36,641.37 $59,401.33 2.10% $13,875.65 $22,387.63 $36,121.28 $58,279.79 2.15% $13,809.65 $22,175.18 $35,608.32 $57,178.91 2.20% $13,743.94 $21,964.64 $35,102.41 $56,098.31 2.25% $13,678.51 $21,756.00 $34,603.45 $55,037.63 2.30% $13,613.36 $21,549.25 $34,111.35 $53,996.51 2.35% $13,548.49 $21,344.36 $33,626.02 $52,974.61 2.40% $13,483.89 $21,141.32 $33,147.36 $51,971.57 2.45% $13,419.58 $20,940.12 $32,675.30 $50,987.06 2.50% $13,355.54 $20,740.74 $32,209.74 $50,020.74 2.55% $13,291.77 $20,543.16 $31,750.59 $49,072.28 2.60% $13,228.28 $20,347.38 $31,297.77 $48,141.36 2.65% $13,165.06 $20,153.36 $30,851.20 $47,227.68 2.70% $13,102.12 $19,961.11 $30,410.79 $46,330.91 2.75% $13,039.44 $19,770.59 $29,976.46 $45,450.74 2.80% $12,977.04 $19,581.81 $29,548.13 $44,586.89 2.85% $12,914.90 $19,394.74 $29,125.72 $43,739.06 2.90% $12,853.04 $19,209.37 $28,709.15 $42,906.95 2.95% $12,791.44 $19,025.68 $28,298.34 $42,090.28 3.00% $12,730.10 $18,843.66 $27,893.22 $41,288.78