Expense Ratio Calculator

Estimate annual cost of fund expenses. Enter balance and expense ratio.

Use the Expense Ratio Calculator

Enter balance and expense ratio (%). Annual cost and ratio are shown.

Inputs

Balance and expense ratio in percent.

Results

Annual cost ($)
$500
Expense ratio
0.5%

Annual cost = Balance times expense ratio.

How this calculator works

Annual cost = Balance times (Expense ratio / 100). Result is in dollars.

How to interpret your results

Use annual cost to compare funds. Lower expense ratios leave more return.

FAQs

What is expense ratio?
The annual fee as a percentage of assets. Annual cost = Balance x Expense ratio.
Which inputs matter most?
Balance and expense ratio.
When would I use this?
To compare fund costs or see how much you pay in fees on a given balance.

Related tools

Expense Ratio Calculator

Estimate annual cost of fund expenses. Enter balance and expense ratio.

Use the Expense Ratio Calculator

Enter balance and expense ratio (%). Annual cost and ratio are shown.

Inputs

Balance and expense ratio in percent.

Results

Annual cost ($)
$500
Expense ratio
0.5%

Annual cost = Balance times expense ratio.

How this calculator works

Annual cost = Balance times (Expense ratio / 100). Result is in dollars.

How to interpret your results

Use annual cost to compare funds. Lower expense ratios leave more return.

FAQs

What is expense ratio?
The annual fee as a percentage of assets. Annual cost = Balance x Expense ratio.
Which inputs matter most?
Balance and expense ratio.
When would I use this?
To compare fund costs or see how much you pay in fees on a given balance.

Related tools