Compare Investment Returns

See how strategy or fee differences impact long-term investment returns.

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Investment Details

$
20 years

Investment A

%
%

Investment B

%
%

Comparison Results

Investment A Final Value$424,785
Investment B Final Value$379,799
Difference (A - B)$44,986
Total Fees (Investment A)$41,311
Total Fees (Investment B)$7,169
How it works›

Model and assumptions. Measures gain relative to the invested amount; compound annual growth is (ending value / starting value)^(1/years) − 1. Compare alternatives over the same horizon. Cash-flow timing, taxes and fees affect realized returns and are included only where entered.OpenStax: time value of moneyOpenStax: annuity formulas