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Which Fund is Better?

Share current LOB: WealthManagement

Compare rates of return, before and after taxes, for two mutual funds.

Which fund is better?

Fund 1Fund 2
Share purchase price
Number of shares you will purchase
Growth rate, share price
Growth rate, dividends and gains
Front load/purchase fees
Yearly management fees
Back load/selling fees
Annual long-term gains/share
Annual short-term gains/share
Quarterly dividends/share, taxable
Quarterly dividends/share, Fed. Tax-exempt
Quarterly dividends/share, state Tax-exempt
Quarterly dividends/share, non-taxable

Additional amounts invested
Months you will own
Your federal tax rate
Your state tax rate

Dividends and gains are:


Information and these calculators are made available by one or more third party service providers. All examples are hypothetical and are for illustrative purposes. SunTrust Bank and its affiliates do not provide legal or tax advice. Information provided and these calculators are not intended to offer any tax, legal, financial or investment advice. SunTrust cannot guarantee that the information provided or the calculators are accurate, complete, or timely. Federal and state laws and regulations are complex and are subject to change. Changes in such laws and regulations may have a material impact on pre- and/or after-tax investment results. SunTrust makes no warranties with regard to these calculators or the results obtained by their use. SunTrust disclaims any liability arising out of your use of, or any tax position taken in reliance on, these calculators. Always consult an attorney or tax professional regarding your specific legal or tax situation.


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