Recurring cost
Enter a regular expense to see its long-run cost and the capital that would pay for it.
Hover or tap a bar to see that year.
Show the figures for every year
How this is worked out
- Capital that makes it free. The yearly cost divided by the income rate. At 4%, that is 25 times the yearly cost.
- How that works. Capital of that size pays the expense from its income. The capital itself is not spent.
- Worth if invested instead. What the same payments would grow to if invested each month at the return you chose.
- What is not guaranteed. Dividends and returns. Prices also rise over time, and dividends may be taxed depending on where the fund is based.