Stock vs. Mutual Fund Return Calculator - Work Toolz

Stock vs. Mutual Fund Return Calculator

Common Investment Details

Initial Investment Amount ($):

$

Holding Period (Years):

Stock Investment

Expected Annual Growth Rate (%):

%

Total Brokerage Costs (Buy & Sell) ($):

$

Mutual Fund Investment

Expected Annual Growth Rate (%):

%

Annual Expense Ratio (%):

%

Total Load (Entry/Exit) (% of Final Value): Applied to final amount

%