Mutual Fund Calculator
Estimate mutual fund growth with initial investment, recurring contributions, expected return, and expense ratio.
Use the Mutual Fund Calculator
Enter initial investment, expected return, expense ratio, years, and optional recurring contribution. Estimated future value after fees is calculated.
Inputs
Initial amount, expected return, expense ratio, years, and optional recurring contribution.
Results
Estimated future value
$52,802
Total contributions
$34,000
Growth after fees
$18,802
Return is reduced by expense ratio; FV uses net annual return. Estimation only.
How this calculator works
Net return = expected return minus expense ratio. Future value is computed with compounding and optional recurring contributions at the chosen frequency.
How to interpret your results
Estimated future value is after fees. Lower expense ratios improve long-term growth. Results are illustrative only.
FAQs
What does this calculator do?▾
Projects future value of a mutual fund investment after accounting for expense ratio, with optional recurring contributions.
Which inputs matter most?▾
Initial investment, expected annual return, expense ratio, years, and recurring contribution amount and frequency.
When would I use this?▾
To compare funds by impact of fees and to plan long-term mutual fund investing.
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