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Investment Fee Impact

How fund fees erode long-term returns

Investment Fee Impact

Investment ($)
Annual Return (%)
Annual Fee (%)
Years

Investment fees — including fund expense ratios, advisory fees, and transaction costs — compound against you just as returns compound for you. Even a 1% annual fee can consume 20–30% of a portfolio's final value over 30 years.

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Tip: An index fund at 0.05% vs a managed fund at 1% — that 0.95% difference grows to tens of thousands of dollars over a career.

Fun Fact

Warren Buffett has repeatedly recommended low-cost index funds (0.03–0.10% fees) over actively managed funds averaging 1–2% annually.

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