401K Returns and Fees Tracker
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TypeFundNameAverage Return %Dividend Payout %Expected ReturnReal-World Expense Ratio401K Expense RatioExpense Ratio Delta (401-RW)Real World Delta (Profit)401K Delta (Profit)
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[[TYPE]][[TICKER]][[NAME]]
[[Expected Yield]]
[[Dividend]]0.00%
[[Expense Ratio]]
[[Expense Ratio]]
#VALUE!#VALUE!#VALUE!
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[[TYPE]][[TICKER]][[NAME]]
[[Expected Yield]]
[[Dividend]]0.00%
[[Expense Ratio]]
[[Expense Ratio]]
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[[TYPE]][[TICKER]][[NAME]]
[[Expected Yield]]
[[Dividend]]0.00%
[[Expense Ratio]]
[[Expense Ratio]]
#VALUE!#VALUE!#VALUE!
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Samples:
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American Funds Target Date Fund
REATXYear: 20104.57%1.98%6.55%0.41%1.11%0.70%6.14%5.44%
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American Funds Target Date Fund
REJTXYear: 20154.80%1.89%6.69%0.40%1.11%0.71%6.29%5.58%
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American Funds Target Date Fund
RECTXYear: 20205.01%1.55%6.56%0.42%1.12%0.70%6.14%5.44%
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American Funds Target Date Fund
REDTXYear: 20255.66%1.41%7.07%0.44%1.15%0.71%6.63%5.92%
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American Funds Target Date Fund
REETXYear: 20306.27%1.30%7.57%0.46%1.16%0.70%7.11%6.41%
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American Funds Target Date Fund
REFTXYear: 20356.49%1.21%7.70%0.47%1.17%0.70%7.23%6.53%
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American Funds Target Date Fund
REGTXYear: 20406.61%1.17%7.78%0.48%1.17%0.69%7.30%6.61%
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American Funds Target Date Fund
REHTXYear: 20456.67%1.11%7.78%0.49%1.19%0.70%7.29%6.59%
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American Funds Target Date Fund
REITXYear: 20506.70%1.09%7.79%0.49%1.19%0.70%7.30%6.60%
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American Funds Target Date Fund
REKTXYear: 20559.32%1.04%10.36%0.45%1.22%0.77%9.91%9.14%
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