Gen X?

Why Does My T-Rex Score Matter?

Preparing for future financial freedom, three Gen Xers each invest $100,000. Their investmentsĀ each produce the same 6% average annual return over 25 years but their T-Rex Scores are very different!

Matt Jason Michelle
Investment $100,000 $100,000 $100,000
Time Horizon (years) 25 25 25
Annual Return 6.00% 6.00% 6.00%
Annual Fees 2.50% 1.25% 0.25%
T-Rex Score 41% 67% 93%

Despite identical pre-fee investment performance, Jason ends up $82,720 more than Matt while Michelle ends up with $168,260 more than Matt.

Which T-Rex Score will you choose?

(If this illustration doesn’t apply to your circumstances, just go to the T-Rex Calculator to create your own scenarios.)

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