Investment Fee Drag Calculator
Investment Fee Drag: a planned Super Calculator tool. Covers balance (currency). Stub page: the tool, its formula and a worked example are not published yet.
Investment Fee Drag Calculator is a planned calculator in the finance section of Super Calculator, covering retirement.
What this calculator will compute
Inputs: balance (currency), annual contribution (currency), gross return (%), total expense ratio (%), advisory fee (%) and years.
Outputs: terminal wealth with and without fees (currency), total fees paid (currency) and percentage of final balance lost (%).
Formula, recorded as scope and not yet verified against a primary source: Terminal wealth with fees equals the fee free projection compounded at r less f rather than r, so the cumulative cost is not the fee times the balance but the compounded difference, which over decades commonly exceeds a quarter of the final balance.
Status
This page is a stub. The calculator is not built, no figure on this page has been verified against the authority that sets it, and nothing here should be used to make a decision. The page exists so that the site structure is complete and so that articles can link this concept on first mention.
The stub carries noindex, nofollow and is excluded from the sitemap.