United States · Personal Finance

Expense Ratio Cost Calculator

Estimate annual and long-term fund expense-ratio cost using a simple balance-based estimate.

US dollarsRuns in your browserFormula & assumptions ↓

Your inputs

Your results

Enter your values and calculate to see the result.

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How this Expense Ratio Cost Calculator works

The calculator uses only the values you enter and shows a transparent planning estimate. It runs locally in your browser.

Formula and assumptions

The result uses standard arithmetic relationships for the metric shown. Keep the time period and definitions consistent across all inputs. Results do not include taxes, fees or other items unless they are explicitly entered.

Why the result can differ

Actual business and personal-finance outcomes depend on timing, accounting methods, taxes, financing terms, market changes and other costs. Use the result as a planning aid rather than professional advice.

Browse all US personal finance calculators.

How to use this calculator

  1. Set Investment balance (default 100000).
  2. Set Expense ratio (default 0.5).
  3. Set Years (default 10).
  4. Select Calculate to update the result. Reset restores the starting values.

Planning estimate only. Verify definitions, taxes, fees, accounting treatment and financial assumptions before making a decision.

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