Mutual Fund Fee Calculator

Fund Fees: Lower Costs Matter

Many investors don't look closely at fund fees and may not realize how the costs can add up over time. While important during all types of markets, low fees are especially important during times of market volatility. At AARP Funds, we keep fund fees low, and in fact, low fees are one of the guiding principles in how we manage our funds. Try one of the calculators below to estimate the cost of investing or compare the expenses of up to three funds.

SEC Mutual Fund Fee Comparison Calculator

Estimates the cost of investing in a mutual fund based on information you provide. From SEC.gov.

FINRA Mutual Fund Expense Analyzer

Compare the expenses of up to three Exchange Traded Funds, mutual funds or share classes of the same mutual fund. From FINRA.org

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AARP and its affiliate are not insurance agencies or carriers and do not employ or endorse individual agents, brokers, representatives or advisors.

AARP does not make financial product or service recommendations for individuals. Products and services carrying the AARP name are intended to be competitive products and may not be the lowest priced products. You are strongly encouraged to evaluate your needs and compare products.