Compare Expense Ratios

Side-by-side comparison of up to four funds showing total cost over your investment horizon.

Investment Assumptions

Starting Investment ($)

Annual Contribution ($)

Investment Horizon 25 years

Expected Gross Return 8.0%

The 4 Funds

Fund A

Name

Expense Ratio (%)

Fund B

Name

Expense Ratio (%)

Fund C

Name

Expense Ratio (%)

Fund D

Name

Expense Ratio (%)

Portfolio Growth — All 4 Funds

Fund

Fee

Final Balance

Cost vs Best

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Choosing — over — saves — over your investment horizon. Small fees compound into large sums.

Expense Ratio Comparison Calculator

Choosing between funds often comes down to expense ratios, but the real cost difference is invisible until you model it out over decades. Our Expense Ratio Comparison Calculator lets you stack up to four funds side by side, name each one, enter its expense ratio, and see exactly how each performs over your chosen time horizon. The tool charts all four growth curves on a single graph and ranks each fund by final balance, showing you the dollar cost of choosing a more expensive option versus the lowest-fee alternative. Whether you're comparing index funds, target date funds, actively managed funds, or a loaded advisor recommendation, this calculator makes the long-term math impossible to ignore. A fund that looks only slightly more expensive today can cost you six figures by retirement.