Fund Comparison Calculator
Compare investment funds side by side with our comprehensive calculator. Analyze returns, fees, and performance metrics to make informed investment decisions.
Fund A: Investment Details
Understanding Fund Fees
Management fees significantly impact long-term returns. A 1% annual fee can reduce your final portfolio value by 20-30% over 30 years.
Fund B: Investment Details
Compound Growth
The longer your investment period, the more significant the impact of compounding. Small differences in returns or fees create substantial differences over time.
Fund Comparison Results
Value Difference After 20 Years
Detailed Fund Comparison
| Metric | Fund A | Fund B | Difference |
|---|
How Fees Impact Returns
Even small differences in annual fees can have a massive impact over long periods. A fund with 0.25% fee instead of 0.75% saves you thousands over decades.
Growth Over Time Comparison
Compound Growth Formula
Future Value = P × (1 + r – f)^n + C × [((1 + r – f)^n – 1) / (r – f)]
Where: P = initial investment, r = annual return, f = annual fee, n = years, C = annual contribution. This accounts for both growth and fees.
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