\n A comparison of the fees incurred by\n \n \n and\n \n \n over\n years.\n
\n\n Assume you invested\n \n and it grew for\n years\n\n while growing at a rate of\n /yr.\n
\n\n During this time, you also deposited an additional amount of\n \n each\n .\n
\nAssuming you initially invest {{currency(guide.initialAmount)}}\n \n and add an additional {{currency(guide.additionalDeposit)}} every {{guide.additionalDepositFrequency}}\n \n with a growth rate of {{percent_2(guide.growthRate)}} each year for {{guide.years}} years.\n
\n\n | \n Baseline \nNo Fees \n | \n \n {{guide.platformNameA}} \n | \n \n {{guide.platformNameB}} \n | \n
---|---|---|---|
Totals | \n\n | ||
Starting Value | \n{{currency(guide.initialAmount)}} | \n{{currency(guide.initialAmount)}} | \n{{currency(guide.initialAmount)}} | \n
Additional Deposits | \n{{currency(guide.additionalDepositTotal)}} | \n{{currency(guide.additionalDepositTotal)}} | \n{{currency(guide.additionalDepositTotal)}} | \n
Total Growth | \n{{currency(guide.totalGrowth)}} | \n{{currency(guide.totalGrowthA)}} | \n{{currency(guide.totalGrowthB)}} | \n
Total Fees | \n\n {{currency(0)}}\n ({{percent_2(0)}})\n | \n\n {{currency(guide.platformFeesA)}}\n ({{percent_2(guide.platformFeePercentA)}})\n | \n\n {{currency(guide.platformFeesB)}}\n ({{percent_2(guide.platformFeePercentB)}})\n | \n
End Value | \n{{currency(guide.endValue)}} | \n{{currency(guide.endValueA)}} | \n{{currency(guide.endValueB)}} | \n
\n Adam says: Using\n \n could result in {{currency(guide.platformFeesB - guide.platformFeesA)}} fewer fees over\n years.\n
\n It would take another\n year\n for\n \n to achieve the same growth as\n .\n
\n Adam says: Using\n \n could result in {{currency(guide.platformFeesA)}}\n more fees over\n years.\n
\n It could take an additional\n year\n for\n \n to grow to that same total.\n
Year | \nBaseline | \n{{guide.platformNameA}} | \n{{guide.platformNameB}} | \n
---|---|---|---|
{{value.year}} | \n{{currency(value.amount)}} | \n{{currency(guide.growthA[index].amount)}} | \n{{currency(guide.growthB[index].amount)}} | \n
End Value | \n{{currency(guide.endValue)}} | \n{{currency(guide.endValueA)}} | \n{{currency(guide.endValueB)}} | \n