Exit-load and capital-gains-tax cost of switching mutual funds against the annual saving from a lower expense ratio, and years to recover the switch cost.
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The calculator applies the standard formula for this calculation to the values you enter and returns the result instantly.
Exit-load and capital-gains-tax cost of switching mutual funds against the annual saving from a lower expense ratio, and years to recover the switch cost.
You will need: Current Units Held, Current NAV, Purchase NAV (cost basis), Exit Load (%), Holding Period (years), Current Fund's Expense Ratio (%), Target Fund's Expense Ratio (%).
It shows Total Switch Cost, Exit Load, Capital Gains Tax, Annual Expense-Ratio Saving, Years to Recover Switch Cost, Switch Recovers Its Cost, computed instantly from the values you enter.
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