How it works
Each scenario applies the gross annual return minus its annual fee rate, compounds monthly, and adds contributions at the end of each month.
See how recurring percentage fees compound over time and reduce the amount left invested.
Additional projected value with scenario A.
Each scenario applies the gross annual return minus its annual fee rate, compounds monthly, and adds contributions at the end of each month.
The difference shows the projected portfolio value lost to the higher fee scenario relative to the lower fee scenario. It does not predict market performance.
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Fees reduce both the current balance and the amount that remains available to compound in future years.