Fee Comparison Tool BETA

About This Tool

Compare the impact of two annual fee structures over time. Each fee can be either an AUM % or a Flat $ amount. Choose whether fees are embedded in returns (AUM % only) or deducted quarterly (works for both % and $).

To see a single-fee impact, set the other fee to 0. For AUM-to-AUM comparisons, set both to AUM %. For Flat-to-AUM, pick different types for A and B (e.g., Flat $5,000 vs 1.00% AUM).