Mutual fund fee calculator

IEF logo

This calculator will show you how fees and other costs affect what you make investing in mutual funds.
Use the tabs for Fund 1 and Fund 2 to compare different funds. You will need to enter four items:

  • Investment amount
  • The number of years the fund the fund was held
  • The name of the fund company
  • The name of the fund you want to check

We will provide the rest of the data for the funds you choose.

Tip:

Use the "Custom" tab to try out your own numbers for returns and fees. You can also compare your results to past average returns for mutual funds by asset class.

Investment amount:

Investment held for:

Regular contribution:

About the fund:

More information

Fund company:

More information

Fund:

More information

Past return:

Not available
More information

About the fees you pay:

More information

Sales fees (load):

Front end load:

More information

Fee applied to:

More information

Management fees (MER):

More information

Other fees:

Investment amount:

Investment held for:

Regular contribution:

About the fund:

More information

Fund company:

More information

Fund:

More information

Past return:

Not available
More information

About the fees you pay:

More information

Sales fees (load):

Front end load:

More information

Fee applied to:

More information

Management fees (MER):

More information

Other fees:

Investment amount:

Investment held for:

Regular contribution:

About the fund:

More information

Fund company:

More information

Fund:

More information

Past return:

Not available
More information

About the fees you pay:

More information

Sales fees (load):

Front end load:

More information

Fee applied to:

More information

Management fees (MER):

More information

Other fees:

Calculate

Results:

Based on this information Fund 1 costs you $0.00 in fees.

Learn how fees reduce your return. 

Fund costs vs. return

  • Total fees
  • Opportunity cost
  • Return after fees
 

What this investment made:

Fund 1:   Fund 2:
More information Average return: 0.00%   0.00%
  Return after fees: $0.00   $0.00
More information Final investment value: $1,000.00   $0.00
         
 

What it costs:

     
  Sales fees: $0.00   $67.03
  Other fees (MER, redemption fees): $0.00   $270.42
  Total fees: $0.00   $0.00
More information Average annual costs: 0.00%   0.00%
More information Opportunity cost: $0.00   $0.00
More information

About the fees you pay

Plant
Related links
Close

Title

Fund 1

Investment amount: $1000

Sell mutual fund after: 5 years

Fund: FIA Mutual Canadian Equity

Final investment: $1,112.47

Total fees: $163.81