Active vs Passive
Enter the investment amount, fees, and expected returns.
Passive fund final value
$0
Active fund: $0
Passive fund value
$0
Active fund value
$0
Difference
$0
Passive fees paid
$0
Active fees paid
$0
Fee savings
$0
Worked example
With the default inputs shown below, this calculator returns the following results:
| Input | Value |
|---|---|
| Initial investment ($) | $100,000 |
| Monthly contribution ($) | $1,000 |
| Passive fund fee (%) | 0.03% |
| Active fund fee (%) | 0.75% |
| Gross market return (%) | 8% |
| Time period (years) | 30 |
| Result | Value |
|---|---|
| Passive fund final value | $2,574,992 |
| Passive fund value | $2,574,992 |
| Active fund value | $2,164,115 |
| Difference | +$410,877 |
| Passive fees paid | $7,961 |
| Active fees paid | $176,288 |
Values shown are produced by this page in your browser; change any input to update them.
How to use the Active vs Passive
- Initial investment ($) β default $100,000
- Monthly contribution ($) β default $1,000
- Passive fund fee (%) β default 0.03%
- Active fund fee (%) β default 0.75%
- Gross market return (%) β default 8%
- Time period (years) β default 30
- Press Calculate to update the results instantly.