Free Mutual Fund Tools

Understand costs, project growth, and make better investment decisions — no account required.

Fund Fee Calculator

See exactly how expense ratios erode your returns over 10, 20, or 30 years. Compare two funds side-by-side to understand the true long-term cost of fees.

Compare up to 2 funds
10–30 year projections
Visual fee drag chart

Investment Return Simulator

Model how an investment grows with compound returns and regular contributions. Adjust your starting amount, monthly additions, expected return, and time horizon.

Compound growth projections
Monthly contribution modeling
Interactive chart

Why Expense Ratios Matter More Than You Think

A 1% expense ratio on a $50,000 portfolio costs you roughly $500 per year — but over 30 years with compounding, the real cost is closer to $100,000 in lost growth. Our tools make this visible so you can choose funds that keep more money working for you.