Mutual Funds calculator
Fund Comparison Calculator
Use this free Fund Comparison Calculator to work out fund A value from investment amount, fund A return (%), fund A expense (%), fund B return (%), fund B expense (%), and years, with instant result cards and the exact formula shown below.
Results
Calculation summary
FormulaView calculation method
Net return
Expected return - Expense ratioFuture value
Investment x (1 + Net return) ^ YearsGuideHow to use this calculator
Step 1
Enter the mutual fund values from your broker, fund statement, exchange, or research source.Step 2
Click Calculate result to update the output cards, then review the formula section for how the result is derived.Tip
For more planning tools, return to the related calculator links or the main calculator category page.Continue from here
What this calculator helps with
The Fund Comparison Calculator estimates fund A value from investment amount, fund A return (%), fund A expense (%), fund B return (%), fund B expense (%), and years. It is a focused mutual fund calculator you can use free with no signup, repeating the calculation with your own numbers whenever your inputs change.
How to read the results
After you press Calculate result, the summary cards show fund A value, fund B value, difference, and better net return. Read fund A value as the headline figure and use the supporting values for context, then change one input at a time to see how sensitive the result is.
Before relying on the numbers
This mutual fund calculator applies the formula Expected return - Expense ratio. Enter investment amount, fund A return (%), fund A expense (%), fund B return (%), fund B expense (%), and years using consistent units and the same currency, include any applicable fees or taxes, and confirm important decisions against your broker, fund statement, exchange data, or a qualified professional.
FAQ
Frequently asked questions
What is the Fund Comparison Calculator used for?
The Fund Comparison Calculator is a free mutual funds calculator that works out fund a value from investment amount, fund a return (%), fund a expense (%), fund b return (%), fund b expense (%), and years. Enter your own figures to get an instant result with the formula shown on the page.
What formula does the Fund Comparison Calculator use?
It calculates Net return = Expected return - Expense ratio and Future value = Investment x (1 + Net return) ^ Years. The tool reports fund a value, fund b value, difference, and better net return.
Where do I get the numbers for the Fund Comparison Calculator?
Take investment amount, fund a return (%), fund a expense (%), fund b return (%), fund b expense (%), and years from your fund statement or scheme factsheet. The Fund Comparison Calculator never fetches live market data, so the output depends only on the values you type in.
Are the Fund Comparison Calculator results financial advice?
No. The Fund Comparison Calculator is an educational tool. Treat fund a value as an estimate, re-check your inputs, and confirm important investment decisions with a qualified professional.
Can I use the Fund Comparison Calculator with any currency or market?
Yes. Keep investment amount, fund a return (%), fund a expense (%), fund b return (%), fund b expense (%), and years in the same currency and consistent units, and the Fund Comparison Calculator applies the same calculation to any market.