Investment Fee Drag Calculator
Compare the same compound-growth scenario before and after a stated annual fee.
Assumptions
Balance without fee
$361,431.80
Balance after fee
$313,775.56
Modeled fee drag
$47,656.24
Worked example
Starting with $25,000 and adding $500 monthly for 20 years, the default comparison applies the same 7% gross return to both paths, then subtracts a 1% annual fee from one path. The difference isolates modeled fee drag.