The investor who lost $31.701 and didn’t even know it

Was scheinbar kleine Kosten auf Dauer ausmachen können.


Take a hypothetical fund with an expense ratio of 1.3 percent, versus one with an expense ratio of just 0.2 percent. Applied to an initial $25,000 investment returning 10 percent, and compounded over 20 years, the difference adds up to a not-so-insignificant $31,701.