Investment Calculators
Investment Fee Calculator
Show the cumulative cost of annual investment charges by comparing the same portfolio with and without fees.
Value after fees
$500,446
- Value with no fees
- $610,300
- Total cost of fees
- $109,854
- Share of growth lost to fees
- 24.9%
No feesAfter fees
How this calculator works
Net return = gross return − annual fee, applied to the running balance
- fee
- the total annual charge across fund and platform
Important considerations
- Transaction costs and spreads sit outside the headline fee.
- A fee difference under one percent still compounds into a large sum over decades.
Related calculators
- Investment CalculatorProjected value of contributions and returns over time.
- Compound Interest CalculatorProject the growth of a balance with compounding and regular contributions.
- Retirement CalculatorProject your retirement balance and the income it could sustain.
- Portfolio Allocation CalculatorRebalancing trades to reach a target allocation.
- ROI CalculatorTotal and annualised return on any investment.
- CAGR CalculatorCompound annual growth rate between two values.
Learn more
Terms used here
Frequently asked questions
Is a low fee always better?
Fees are one of the few certainties in investing, so the burden of proof sits with the expensive option.
Disclaimer
Legamoney calculators are educational tools. Results are estimates based on the figures you enter and do not constitute financial, tax or legal advice.
Last reviewed 2026-08-01