This tool calculates growth for multiple stock funds with expenses and front load taken into account. It calculates growth over 20 years and provides the total spent on front load, expenses, and growth for each fund.

In the textbox below, enter your values like the example in the table. The annual contribution is added at the end of the year. The front load is subtracted from the principal and every contribution.

Fund Name Initial Amount Expense Ratio (%) Annual Contribution Annual Growth (%) Front Load (%)
fund1100000.45%50007%0%
fund2200000.15%20005%1%
fund3155250.19%10002%5%